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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 | $99,931 | $97,550+2.4% | $120,344-17.0% | $87,485+14.2% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.7%-11.7pp | 68.9%-3.9pp |
| Annual return | 8.26% | 18.41%-10.2pp | 20.30%-12.0pp | 26.06%-17.8pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,428 | $4,230-66.2% | $5,135-72.2% | $4,274-66.6% |
| Admin fee / account holder | $59,038 | $9,543+518.7% | $12,742+363.3% | $7,775+659.3% |