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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 | $65,824 | $69,977-5.9% | $108,582-39.4% | $62,881+4.7% |
| Participation rate | 30.6% | 72.9%-42.3pp | 79.6%-49.0pp | 69.3%-38.7pp |
| Annual return | 3.49% | 10.73%-7.2pp | -51.70%+55.2pp | 20.14%-16.7pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $891 | $3,165-71.8% | $4,311-79.3% | $3,203-72.2% |
| Admin fee / account holder | $1,392 | $5,076-72.6% | $7,645-81.8% | $4,296-67.6% |