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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 | $61,805 | $59,440+4.0% | $78,004-20.8% | $82,637-25.2% |
| Participation rate | 21.1% | 62.8%-41.8pp | 69.4%-48.4pp | 68.1%-47.0pp |
| Annual return | 8.51% | 40.24%-31.7pp | 31.07%-22.6pp | 53.51%-45.0pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $340 | $3,138-89.2% | $4,092-91.7% | $4,126-91.8% |
| Admin fee / account holder | $34,890 | $5,504+533.9% | $7,578+360.4% | $7,339+375.4% |