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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 | $106,084 | $115,931-8.5% | $185,441-42.8% | $86,983+22.0% |
| Participation rate | 40.7% | 73.6%-32.9pp | 80.3%-39.5pp | 69.5%-28.8pp |
| Annual return | 6.94% | 21.47%-14.5pp | 20.16%-13.2pp | 25.83%-18.9pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $685 | $4,551-84.9% | $6,152-88.9% | $4,194-83.7% |
| Admin fee / account holder | $396 | $10,687-96.3% | $17,890-97.8% | $7,856-95.0% |