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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 | $72,298 | $80,332-10.0% | $107,187-32.5% | $64,097+12.8% |
| Participation rate | 21.8% | 54.4%-32.6pp | 75.0%-53.2pp | 55.2%-33.4pp |
| Annual return | 11.29% | 24.26%-13.0pp | 204.55%-193.3pp | 34.64%-23.4pp |
| Employer contribution / active EE | $0 | $2,501-100.0% | $3,782-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $919 | $3,109-70.5% | $5,096-82.0% | $3,080-70.2% |
| Admin fee / account holder | $753 | $4,314-82.5% | $9,162-91.8% | $3,454-78.2% |