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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 | $43,112 | $97,648-55.8% | $121,663-64.6% | $87,485-50.7% |
| Participation rate | 66.7% | 70.5%-3.8pp | 74.5%-7.8pp | 68.9%-2.3pp |
| Annual return | 11.65% | 18.03%-6.4pp | 147.54%-135.9pp | 26.06%-14.4pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,516 | $3,923-61.3% | $4,887-69.0% | $4,274-64.5% |
| Admin fee / account holder | $10,372 | $11,100-6.6% | $14,289-27.4% | $7,775+33.4% |