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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 | $69,694 | $81,276-14.2% | $155,574-55.2% | $80,925-13.9% |
| Participation rate | 5.5% | 66.2%-60.8pp | 78.2%-72.7pp | 67.7%-62.2pp |
| Annual return | 6.35% | 33.36%-27.0pp | 64.87%-58.5pp | 35.65%-29.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $380 | $3,453-89.0% | $5,629-93.2% | $4,299-91.2% |
| Admin fee / account holder | $1,372 | $7,993-82.8% | $15,914-91.4% | $6,940-80.2% |