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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 | $58,753 | $71,353-17.7% | $92,805-36.7% | $86,983-32.5% |
| Participation rate | 14.7% | 80.9%-66.2pp | 83.5%-68.8pp | 69.5%-54.8pp |
| Annual return | 3.09% | 44.68%-41.6pp | 31.59%-28.5pp | 25.83%-22.7pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $864 | $6,966-87.6% | $8,448-89.8% | $4,194-79.4% |
| Admin fee / account holder | $43,756 | $6,099+617.4% | $10,911+301.0% | $7,856+457.0% |