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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 | $92,794 | $146,267-36.6% | $197,124-52.9% | $82,448+12.5% |
| Participation rate | 27.1% | 84.0%-56.9pp | 86.7%-59.6pp | 68.1%-41.0pp |
| Annual return | 8.75% | 29.61%-20.9pp | 44.34%-35.6pp | 41.64%-32.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,077 | $7,035-84.7% | $9,135-88.2% | $4,139-74.0% |
| Admin fee / account holder | $10,916 | $14,422-24.3% | $16,298-33.0% | $7,234+50.9% |