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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 | $62,730 | $64,359-2.5% | $90,161-30.4% | $70,126-10.5% |
| Participation rate | 15.5% | 70.4%-54.9pp | 76.9%-61.4pp | 69.5%-54.0pp |
| Annual return | 10.91% | 28.13%-17.2pp | 34.89%-24.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $80 | $4,389-98.2% | $5,287-98.5% | $3,332-97.6% |
| Admin fee / account holder | $9,760 | $3,945+147.4% | $5,943+64.2% | $4,645+110.1% |