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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 | $79,908 | $69,977+14.2% | $108,582-26.4% | $62,881+27.1% |
| Participation rate | 41.7% | 72.9%-31.2pp | 79.6%-37.9pp | 69.3%-27.6pp |
| Annual return | 2.38% | 10.73%-8.3pp | -51.70%+54.1pp | 20.14%-17.8pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,139 | $3,165-64.0% | $4,311-73.6% | $3,203-64.4% |
| Admin fee / account holder | $13,867 | $5,076+173.2% | $7,645+81.4% | $4,296+222.8% |