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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 | $75,784 | $123,793-38.8% | $177,848-57.4% | $79,856-5.1% |
| Participation rate | 56.9% | 84.7%-27.8pp | 87.7%-30.8pp | 69.6%-12.7pp |
| Annual return | 7.10% | 22.82%-15.7pp | 48.33%-41.2pp | 31.71%-24.6pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,627 | $5,956-72.7% | $7,714-78.9% | $3,741-56.5% |
| Admin fee / account holder | $14,155 | $7,243+95.4% | $12,431+13.9% | $5,306+166.8% |