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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 | $104,689 | $118,875-11.9% | $96,572+8.4% | $167,553-37.5% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 5.84% | 50.50%-44.7pp | 37.79%-32.0pp | 478.89%-473.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $872 | $4,617-81.1% | $3,850-77.3% | $6,343-86.2% |
| Admin fee / account holder | $44,452 | $8,070+450.8% | $6,183+618.9% | $12,316+260.9% |