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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 | $70,056 | $51,184+36.9% | $66,439+5.4% | $86,983-19.5% |
| Participation rate | 53.3% | 68.5%-15.2pp | 74.5%-21.2pp | 69.5%-16.2pp |
| Annual return | 8.91% | 17.07%-8.2pp | 757.66%-748.8pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $173 | $2,927-94.1% | $3,876-95.5% | $4,194-95.9% |
| Admin fee / account holder | $17,882 | $4,154+330.5% | $6,173+189.7% | $7,856+127.6% |