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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 | $67,110 | $131,167-48.8% | $189,095-64.5% | $131,167-48.8% |
| Participation rate | 32.3% | 70.6%-38.3pp | 85.7%-53.5pp | 70.6%-38.3pp |
| Annual return | 8.06% | 14.69%-6.6pp | 5.44%+2.6pp | 14.69%-6.6pp |
| Employer contribution / active EE | $0 | $3,654-100.0% | $6,541-100.0% | $3,654-100.0% |
| Participant deferral / active EE | $700 | $4,079-82.8% | $6,088-88.5% | $4,079-82.8% |
| Admin fee / account holder | $1,879 | $12,045-84.4% | $14,731-87.2% | $12,045-84.4% |