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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 | $68,543 | $75,541-9.3% | $152,093-54.9% | $82,637-17.1% |
| Participation rate | 6.0% | 66.5%-60.5pp | 77.8%-71.7pp | 68.1%-62.0pp |
| Annual return | 7.01% | 32.56%-25.5pp | 66.36%-59.3pp | 53.51%-46.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $433 | $3,206-86.5% | $5,451-92.1% | $4,126-89.5% |
| Admin fee / account holder | $18,137 | $6,405+183.2% | $14,497+25.1% | $7,339+147.1% |