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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 | $85,404 | $145,431-41.3% | $211,142-59.6% | $87,485-2.4% |
| Participation rate | 44.4% | 84.7%-40.3pp | 87.3%-42.8pp | 68.9%-24.5pp |
| Annual return | 11.74% | 27.21%-15.5pp | 46.84%-35.1pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,475 | $6,859-63.9% | $9,284-73.3% | $4,274-42.1% |
| Admin fee / account holder | $8,928 | $17,052-47.6% | $19,076-53.2% | $7,775+14.8% |