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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 | $69,783 | $100,003-30.2% | $146,685-52.4% | $85,856-18.7% |
| Participation rate | 30.3% | 73.1%-42.8pp | 80.1%-49.8pp | 69.3%-39.0pp |
| Annual return | 10.10% | 18.93%-8.8pp | 22.75%-12.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,439 | $4,006-64.1% | $5,507-73.9% | $3,952-63.6% |
| Admin fee / account holder | $10,082 | $7,704+30.9% | $10,281-1.9% | $6,261+61.0% |