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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 | $109,272 | $109,620-0.3% | $148,496-26.4% | $94,015+16.2% |
| Participation rate | 25.9% | 71.3%-45.3pp | 76.0%-50.1pp | 70.8%-44.9pp |
| Annual return | 4.99% | 17.54%-12.5pp | 12.33%-7.3pp | 17.84%-12.9pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $393 | $3,831-89.7% | $4,808-91.8% | $4,249-90.7% |
| Admin fee / account holder | $39,034 | $10,050+288.4% | $19,547+99.7% | $8,951+336.1% |