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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 | $66,821 | $50,947+31.2% | $74,551-10.4% | $64,173+4.1% |
| Participation rate | 21.7% | 61.1%-39.4pp | 69.1%-47.5pp | 69.6%-47.9pp |
| Annual return | -9.41% | -1.85%-7.6pp | 32.53%-41.9pp | 7.63%-17.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $879 | $2,302-61.8% | $3,108-71.7% | $3,470-74.7% |
| Admin fee / account holder | $5,120 | $4,221+21.3% | $5,059+1.2% | $4,887+4.8% |