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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 | $80,669 | $155,364-48.1% | $103,486-22.0% | $77,736+3.8% |
| Participation rate | 11.8% | 85.5%-73.7pp | 80.5%-68.8pp | 70.6%-58.8pp |
| Annual return | 11.69% | 19.01%-7.3pp | 23.93%-12.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $0 | $5,949-100.0% | $4,679-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $734 | $8,482-91.4% | $6,628-88.9% | $4,651-84.2% |
| Admin fee / account holder | $22,921 | $503+4460.7% | $9,354+145.0% | $433+5189.8% |