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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 | $73,671 | $59,328+24.2% | $118,946-38.1% | $73,493+0.2% |
| Participation rate | 17.0% | 62.3%-45.3pp | 75.4%-58.4pp | 70.7%-53.7pp |
| Annual return | 6.22% | 19.13%-12.9pp | 35.89%-29.7pp | 28.51%-22.3pp |
| Employer contribution / active EE | $0 | $1,803-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $678 | $2,604-74.0% | $4,266-84.1% | $3,740-81.9% |
| Admin fee / account holder | $5,702 | $600+849.8% | $6,581-13.4% | $513+1011.2% |