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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 | $100,011 | $99,875+0.1% | $146,866-31.9% | $86,983+15.0% |
| Participation rate | 18.2% | 75.8%-57.6pp | 82.5%-64.3pp | 69.5%-51.4pp |
| Annual return | 8.79% | 28.10%-19.3pp | 102.85%-94.1pp | 25.83%-17.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $344 | $6,322-94.6% | $7,759-95.6% | $4,194-91.8% |
| Admin fee / account holder | $10,870 | $7,838+38.7% | $13,620-20.2% | $7,856+38.4% |