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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 | $82,914 | $125,797-34.1% | $170,043-51.2% | $75,173+10.3% |
| Participation rate | 14.0% | 83.6%-69.6pp | 87.0%-73.0pp | 67.2%-53.2pp |
| Annual return | 7.16% | 27.20%-20.0pp | 53.40%-46.2pp | 160.72%-153.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $927 | $6,838-86.5% | $10,410-91.1% | $4,126-77.5% |
| Admin fee / account holder | $19,312 | $8,177+136.2% | $12,824+50.6% | $5,651+241.8% |