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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 | $67,359 | $78,690-14.4% | $161,489-58.3% | $87,485-23.0% |
| Participation rate | 17.4% | 67.5%-50.1pp | 78.7%-61.3pp | 68.9%-51.5pp |
| Annual return | 7.35% | 32.74%-25.4pp | 89.72%-82.4pp | 26.06%-18.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $486 | $3,311-85.3% | $5,630-91.4% | $4,274-88.6% |
| Admin fee / account holder | $7,307 | $6,724+8.7% | $16,006-54.3% | $7,775-6.0% |