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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 | $73,576 | $97,550-24.6% | $120,344-38.9% | $87,485-15.9% |
| Participation rate | 68.2% | 72.8%-4.6pp | 76.7%-8.5pp | 68.9%-0.7pp |
| Annual return | 6.79% | 18.41%-11.6pp | 20.30%-13.5pp | 26.06%-19.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $882 | $4,230-79.2% | $5,135-82.8% | $4,274-79.4% |
| Admin fee / account holder | $14,620 | $9,543+53.2% | $12,742+14.7% | $7,775+88.0% |