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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 | $63,214 | $76,551-17.4% | $123,894-49.0% | $62,881+0.5% |
| Participation rate | 60.6% | 73.0%-12.4pp | 81.4%-20.8pp | 69.3%-8.7pp |
| Annual return | 5.40% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,983 | $4,840-59.0% | $5,984-66.9% | $3,203-38.1% |
| Admin fee / account holder | $548 | $4,826-88.6% | $8,357-93.4% | $4,296-87.2% |