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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 | $74,368 | $99,875-25.5% | $146,866-49.4% | $86,983-14.5% |
| Participation rate | 17.2% | 75.8%-58.6pp | 82.5%-65.3pp | 69.5%-52.3pp |
| Annual return | 11.71% | 28.10%-16.4pp | 102.85%-91.1pp | 25.83%-14.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,842 | $6,322-70.9% | $7,759-76.3% | $4,194-56.1% |
| Admin fee / account holder | $397 | $7,838-94.9% | $13,620-97.1% | $7,856-94.9% |