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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 | $76,146 | $78,027-2.4% | $178,528-57.3% | $80,925-5.9% |
| Participation rate | 18.9% | 65.7%-46.8pp | 77.1%-58.2pp | 67.7%-48.7pp |
| Annual return | 10.59% | 18.09%-7.5pp | 27.11%-16.5pp | 35.65%-25.1pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,176 | $4,408-73.3% | $6,278-81.3% | $4,299-72.6% |
| Admin fee / account holder | $75,360 | $7,168+951.4% | $10,419+623.3% | $6,940+985.9% |