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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 | $71,812 | $54,541+31.7% | $78,778-8.8% | $70,126+2.4% |
| Participation rate | 12.4% | 60.8%-48.4pp | 69.2%-56.8pp | 69.5%-57.2pp |
| Annual return | 9.72% | 21.07%-11.3pp | 35.62%-25.9pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $283 | $2,210-87.2% | $2,958-90.4% | $3,332-91.5% |
| Admin fee / account holder | $17,490 | $3,709+371.6% | $5,134+240.7% | $4,645+276.5% |