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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 | $85,805 | $89,367-4.0% | $141,191-39.2% | $72,975+17.6% |
| Participation rate | 54.8% | 75.1%-20.3pp | 82.5%-27.6pp | 69.5%-14.7pp |
| Annual return | 13.83% | 111.87%-98.0pp | 71.41%-57.6pp | 81.01%-67.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,042 | $5,419-62.3% | $6,710-69.6% | $3,608-43.4% |
| Admin fee / account holder | $8,023 | $5,957+34.7% | $10,264-21.8% | $5,124+56.6% |