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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 | $82,156 | $96,236-14.6% | $136,072-39.6% | $80,935+1.5% |
| Participation rate | 20.7% | 71.2%-50.5pp | 76.4%-55.7pp | 67.7%-47.0pp |
| Annual return | 10.35% | 28.74%-18.4pp | 580.46%-570.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,216-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $872 | $5,709-84.7% | $7,028-87.6% | $4,299-79.7% |
| Admin fee / account holder | $3,376 | $8,250-59.1% | $6,718-49.7% | $6,924-51.2% |