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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 | $95,555 | $109,620-12.8% | $148,496-35.7% | $94,015+1.6% |
| Participation rate | 54.8% | 71.3%-16.5pp | 76.0%-21.3pp | 70.8%-16.1pp |
| Annual return | 10.38% | 17.54%-7.2pp | 12.33%-1.9pp | 17.84%-7.5pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,025 | $3,831-73.3% | $4,808-78.7% | $4,249-75.9% |
| Admin fee / account holder | $3,270 | $10,050-67.5% | $19,547-83.3% | $8,951-63.5% |