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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 | $92,278 | $101,798-9.4% | $165,071-44.1% | $80,935+14.0% |
| Participation rate | 38.2% | 71.8%-33.6pp | 78.6%-40.4pp | 67.7%-29.5pp |
| Annual return | 9.94% | 16.73%-6.8pp | 70.17%-60.2pp | 35.66%-25.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $898 | $4,476-79.9% | $6,035-85.1% | $4,299-79.1% |
| Admin fee / account holder | $1,214 | $8,221-85.2% | $12,695-90.4% | $6,924-82.5% |