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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 | $111,004 | $146,267-24.1% | $197,124-43.7% | $82,448+34.6% |
| Participation rate | 63.4% | 84.0%-20.6pp | 86.7%-23.3pp | 68.1%-4.7pp |
| Annual return | 10.62% | 29.61%-19.0pp | 44.34%-33.7pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,481 | $7,035-64.7% | $9,135-72.8% | $4,139-40.1% |
| Admin fee / account holder | $17,218 | $14,422+19.4% | $16,298+5.6% | $7,234+138.0% |