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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 | $79,474 | $63,082+26.0% | $81,726-2.8% | $79,856-0.5% |
| Participation rate | 9.1% | 67.5%-58.4pp | 72.0%-62.9pp | 69.6%-60.5pp |
| Annual return | 8.39% | 22.66%-14.3pp | 29.49%-21.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,311-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $97 | $2,780-96.5% | $7,108-98.6% | $3,741-97.4% |
| Admin fee / account holder | $8,628 | $4,428+94.8% | $5,160+67.2% | $5,306+62.6% |