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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 | $70,015 | $81,487-14.1% | $102,412-31.6% | $80,935-13.5% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.7%-6.1pp |
| Annual return | 9.34% | 25.60%-16.3pp | 24.94%-15.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,086 | $3,871-71.9% | $5,060-78.5% | $4,299-74.7% |
| Admin fee / account holder | $17,757 | $6,717+164.3% | $8,388+111.7% | $6,924+156.4% |