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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 | $50,820+29.0% | $155,567-57.8% | $77,671-15.6% |
| Participation rate | 14.8% | 63.1%-48.3pp | 78.2%-63.4pp | 70.6%-55.8pp |
| Annual return | 9.87% | 34.85%-25.0pp | 64.74%-54.9pp | 31.21%-21.3pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $670 | $2,823-76.3% | $5,628-88.1% | $4,648-85.6% |
| Admin fee / account holder | $2,621 | $436+501.3% | $15,916-83.5% | $430+509.0% |