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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 | $106,749-6.3% | $145,433-31.2% | $82,448+21.3% |
| Participation rate | 18.2% | 75.6%-57.5pp | 82.1%-63.9pp | 68.1%-49.9pp |
| Annual return | 8.79% | 27.59%-18.8pp | 66.58%-57.8pp | 41.64%-32.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $344 | $6,519-94.7% | $7,897-95.6% | $4,139-91.7% |
| Admin fee / account holder | $10,870 | $8,390+29.6% | $13,129-17.2% | $7,234+50.3% |