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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 | $86,050-21.7% | $189,758-64.5% | $94,015-28.4% |
| Participation rate | 17.4% | 68.9%-51.5pp | 79.8%-62.4pp | 70.8%-53.4pp |
| Annual return | 7.35% | 17.77%-10.4pp | 52.62%-45.3pp | 17.84%-10.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $486 | $3,349-85.5% | $5,856-91.7% | $4,249-88.6% |
| Admin fee / account holder | $7,307 | $6,627+10.3% | $20,388-64.2% | $8,951-18.4% |