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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 | $64,658 | $69,477-6.9% | $94,679-31.7% | $71,495-9.6% |
| Participation rate | 60.2% | 78.4%-18.3pp | 80.8%-20.7pp | 67.9%-7.8pp |
| Annual return | 15.40% | 29.66%-14.3pp | 156.75%-141.4pp | 28.85%-13.5pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $3,412 | $7,345-53.5% | $7,417-54.0% | $4,291-20.5% |
| Admin fee / account holder | $4,697 | $1,210+288.3% | $7,233-35.1% | $1,588+195.8% |