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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 | $77,814-13.4% | $158,223-57.4% | $86,983-22.6% |
| Participation rate | 17.4% | 68.4%-51.0pp | 79.2%-61.8pp | 69.5%-52.2pp |
| Annual return | 7.35% | 30.54%-23.2pp | 52.09%-44.7pp | 25.83%-18.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $486 | $3,270-85.1% | $5,467-91.1% | $4,194-88.4% |
| Admin fee / account holder | $7,307 | $5,879+24.3% | $16,047-54.5% | $7,856-7.0% |