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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 | $83,699 | $102,429-18.3% | $147,096-43.1% | $80,925+3.4% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 7.96% | 135.02%-127.1pp | 419.75%-411.8pp | 35.65%-27.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,346 | $6,649-79.8% | $8,071-83.3% | $4,299-68.7% |
| Admin fee / account holder | $13,981 | $7,957+75.7% | $13,005+7.5% | $6,940+101.4% |