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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,450 | $63,845+10.3% | $81,370-13.4% | $80,959-13.0% |
| Participation rate | 19.2% | 63.9%-44.6pp | 69.5%-50.3pp | 67.7%-48.4pp |
| Annual return | 9.50% | 16.37%-6.9pp | 24.85%-15.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $566 | $3,093-81.7% | $3,885-85.4% | $4,300-86.8% |
| Admin fee / account holder | $375 | $5,688-93.4% | $5,749-93.5% | $6,925-94.6% |