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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 | $87,800 | $63,365+38.6% | $91,994-4.6% | $72,976+20.3% |
| Participation rate | 67.9% | 72.5%-4.7pp | 78.6%-10.8pp | 69.5%-1.6pp |
| Annual return | 11.29% | 35.35%-24.1pp | 69.04%-57.8pp | 81.02%-69.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,677 | $4,883-65.7% | $5,924-71.7% | $3,608-53.5% |
| Admin fee / account holder | $20,769 | $4,670+344.8% | $7,744+168.2% | $5,124+305.3% |