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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 | $65,884 | $101,798-35.3% | $165,071-60.1% | $80,935-18.6% |
| Participation rate | 29.4% | 71.8%-42.4pp | 78.6%-49.2pp | 67.7%-38.2pp |
| Annual return | 10.08% | 16.73%-6.6pp | 70.17%-60.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $866 | $4,476-80.6% | $6,035-85.6% | $4,299-79.8% |
| Admin fee / account holder | $13,613 | $8,221+65.6% | $12,695+7.2% | $6,924+96.6% |