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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 | $77,070 | $57,752+33.4% | $112,273-31.4% | $71,495+7.8% |
| Participation rate | 13.3% | 58.8%-45.5pp | 72.4%-59.1pp | 67.9%-54.6pp |
| Annual return | 12.95% | 18.25%-5.3pp | 30.23%-17.3pp | 28.85%-15.9pp |
| Employer contribution / active EE | $0 | $1,912-100.0% | $3,431-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $652 | $2,860-77.2% | $4,800-86.4% | $4,291-84.8% |
| Admin fee / account holder | $3,845 | $1,586+142.4% | $7,752-50.4% | $1,588+142.2% |