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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 | $71,383 | $63,365+12.7% | $91,994-22.4% | $72,975-2.2% |
| Participation rate | 41.5% | 72.5%-31.0pp | 78.6%-37.2pp | 69.5%-28.0pp |
| Annual return | 12.83% | 35.35%-22.5pp | 69.04%-56.2pp | 81.01%-68.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $850 | $4,883-82.6% | $5,924-85.6% | $3,608-76.4% |
| Admin fee / account holder | $37,983 | $4,670+713.4% | $7,744+390.5% | $5,124+641.3% |