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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 | $79,710 | $77,920+2.3% | $149,723-46.8% | $75,177+6.0% |
| Participation rate | 23.6% | 65.6%-41.9pp | 78.8%-55.1pp | 67.2%-43.6pp |
| Annual return | 12.67% | 31.72%-19.0pp | 134.50%-121.8pp | 160.75%-148.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $204 | $3,411-94.0% | $5,682-96.4% | $4,126-95.1% |
| Admin fee / account holder | $1,035 | $5,951-82.6% | $13,215-92.2% | $5,651-81.7% |