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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 | $74,514 | $85,171-12.5% | $172,752-56.9% | $72,975+2.1% |
| Participation rate | 31.5% | 70.1%-38.5pp | 82.6%-51.1pp | 69.5%-38.0pp |
| Annual return | 13.78% | 27.32%-13.5pp | 802.97%-789.2pp | 81.01%-67.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $581 | $3,260-82.2% | $5,198-88.8% | $3,608-83.9% |
| Admin fee / account holder | $4,285 | $5,880-27.1% | $13,955-69.3% | $5,124-16.4% |