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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 | $83,029 | $88,370-6.0% | $112,977-26.5% | $79,856+4.0% |
| Participation rate | 32.4% | 76.8%-44.4pp | 82.6%-50.2pp | 69.6%-37.3pp |
| Annual return | 6.93% | 23.16%-16.2pp | 24.24%-17.3pp | 31.71%-24.8pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $866 | $4,536-80.9% | $5,836-85.2% | $3,741-76.9% |
| Admin fee / account holder | $9,345 | $5,750+62.5% | $6,294+48.5% | $5,306+76.1% |