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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 | $93,552 | $138,385-32.4% | $184,243-49.2% | $80,925+15.6% |
| Participation rate | 13.3% | 83.9%-70.6pp | 86.8%-73.5pp | 67.7%-54.3pp |
| Annual return | 5.88% | 20.02%-14.1pp | 28.82%-22.9pp | 35.65%-29.8pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,025 | $7,075-85.5% | $9,132-88.8% | $4,299-76.2% |
| Admin fee / account holder | $3,246 | $10,489-69.0% | $13,914-76.7% | $6,940-53.2% |