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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 | $60,152 | $87,106-30.9% | $105,607-43.0% | $80,935-25.7% |
| Participation rate | 51.9% | 70.4%-18.6pp | 75.3%-23.4pp | 67.7%-15.8pp |
| Annual return | 7.15% | 17.01%-9.9pp | 116.11%-109.0pp | 35.66%-28.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $920 | $3,986-76.9% | $5,011-81.6% | $4,299-78.6% |
| Admin fee / account holder | $24,025 | $8,447+184.4% | $10,958+119.2% | $6,924+247.0% |