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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 | $68,264 | $60,442+12.9% | $96,754-29.4% | $87,485-22.0% |
| Participation rate | 27.3% | 58.7%-31.4pp | 70.3%-43.0pp | 68.9%-41.7pp |
| Annual return | 8.20% | 21.97%-13.8pp | 82.04%-73.8pp | 26.06%-17.9pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $674 | $3,280-79.4% | $4,758-85.8% | $4,274-84.2% |
| Admin fee / account holder | $33,503 | $5,069+560.9% | $8,905+276.2% | $7,775+330.9% |