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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 | $62,289 | $89,123-30.1% | $102,460-39.2% | $77,762-19.9% |
| Participation rate | 4.1% | 80.9%-76.9pp | 76.5%-72.5pp | 70.6%-66.5pp |
| Annual return | 9.08% | 25.05%-16.0pp | 29.47%-20.4pp | 31.27%-22.2pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $113 | $5,148-97.8% | $5,056-97.8% | $4,651-97.6% |
| Admin fee / account holder | $831 | $236+252.3% | $9,460-91.2% | $433+92.0% |