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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 | $132,820-49.5% | $192,072-65.1% | $132,820-49.5% |
| Participation rate | 32.3% | 74.3%-42.0pp | 86.4%-54.1pp | 74.3%-42.0pp |
| Annual return | 8.06% | 14.82%-6.8pp | -0.38%+8.4pp | 14.82%-6.8pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $7,585-100.0% | $4,144-100.0% |
| Participant deferral / active EE | $700 | $3,980-82.4% | $4,904-85.7% | $3,980-82.4% |
| Admin fee / account holder | $1,879 | $11,722-84.0% | $10,448-82.0% | $11,722-84.0% |