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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 | $95,534 | $106,524-10.3% | $152,301-37.3% | $87,485+9.2% |
| Participation rate | 6.7% | 75.8%-69.1pp | 82.4%-75.8pp | 68.9%-62.3pp |
| Annual return | 12.37% | 26.89%-14.5pp | 80.50%-68.1pp | 26.06%-13.7pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $126 | $6,525-98.1% | $8,004-98.4% | $4,274-97.0% |
| Admin fee / account holder | $2,145 | $8,287-74.1% | $14,398-85.1% | $7,775-72.4% |