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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 | $82,101 | $91,559-10.3% | $133,978-38.7% | $79,856+2.8% |
| Participation rate | 44.1% | 73.3%-29.2pp | 79.8%-35.7pp | 69.6%-25.5pp |
| Annual return | 5.93% | 61.85%-55.9pp | 45.10%-39.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $938 | $3,734-74.9% | $5,047-81.4% | $3,741-74.9% |
| Admin fee / account holder | $1,146 | $6,321-81.9% | $8,930-87.2% | $5,306-78.4% |