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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 | $75,332 | $73,978+1.8% | $96,515-21.9% | $75,173+0.2% |
| Participation rate | 27.2% | 66.4%-39.3pp | 74.3%-47.2pp | 67.2%-40.0pp |
| Annual return | 12.86% | 26.72%-13.9pp | 35.73%-22.9pp | 160.72%-147.9pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,103 | $3,660-69.9% | $4,880-77.4% | $4,126-73.3% |
| Admin fee / account holder | $7,432 | $5,219+42.4% | $6,735+10.3% | $5,651+31.5% |