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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 | $91,014 | $93,055-2.2% | $153,741-40.8% | $80,959+12.4% |
| Participation rate | 51.5% | 69.0%-17.5pp | 77.1%-25.6pp | 67.7%-16.2pp |
| Annual return | 10.49% | 19.97%-9.5pp | 15.71%-5.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $3,504-100.0% | $5,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,120 | $5,172-78.3% | $6,757-83.4% | $4,300-74.0% |
| Admin fee / account holder | $4,594 | $8,881-48.3% | $12,749-64.0% | $6,925-33.7% |