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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 | $76,289 | $99,875-23.6% | $146,866-48.1% | $86,983-12.3% |
| Participation rate | 15.2% | 75.8%-60.6pp | 82.5%-67.3pp | 69.5%-54.3pp |
| Annual return | 12.03% | 28.10%-16.1pp | 102.85%-90.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,862 | $6,322-70.6% | $7,759-76.0% | $4,194-55.6% |
| Admin fee / account holder | $59,329 | $7,838+657.0% | $13,620+335.6% | $7,856+655.2% |