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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 | $65,576 | $50,860+28.9% | $155,574-57.8% | $77,714-15.6% |
| Participation rate | 14.8% | 63.1%-48.3pp | 78.2%-63.4pp | 70.6%-55.8pp |
| Annual return | 9.87% | 34.86%-25.0pp | 64.87%-55.0pp | 31.26%-21.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $670 | $2,825-76.3% | $5,629-88.1% | $4,649-85.6% |
| Admin fee / account holder | $2,621 | $436+500.5% | $15,914-83.5% | $433+505.0% |