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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 | $87,846-23.6% | $220,144-69.5% | $116,462-42.4% |
| Participation rate | 32.3% | 73.5%-41.3pp | 84.8%-52.6pp | 74.7%-42.4pp |
| Annual return | 8.06% | 16.64%-8.6pp | -0.63%+8.7pp | 15.65%-7.6pp |
| Employer contribution / active EE | $0 | $2,972-100.0% | $6,623-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $700 | $4,087-82.9% | $4,718-85.2% | $3,836-81.7% |
| Admin fee / account holder | $1,879 | $6,782-72.3% | $15,617-88.0% | $12,754-85.3% |