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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 | $88,274 | $96,731-8.7% | $123,973-28.8% | $86,983+1.5% |
| Participation rate | 46.4% | 70.0%-23.6pp | 76.7%-30.2pp | 69.5%-23.1pp |
| Annual return | 10.27% | 17.33%-7.1pp | 388.13%-377.9pp | 25.83%-15.6pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,011 | $4,152-75.6% | $5,247-80.7% | $4,194-75.9% |
| Admin fee / account holder | $9,198 | $8,722+5.5% | $11,799-22.0% | $7,856+17.1% |