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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 | $57,590+18.5% | $86,233-20.8% | $82,448-17.2% |
| Participation rate | 27.3% | 57.9%-30.6pp | 69.0%-41.7pp | 68.1%-40.8pp |
| Annual return | 8.20% | 22.41%-14.2pp | 61.39%-53.2pp | 41.64%-33.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $674 | $3,080-78.1% | $4,559-85.2% | $4,139-83.7% |
| Admin fee / account holder | $33,503 | $4,730+608.2% | $8,342+301.6% | $7,234+363.1% |