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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 | $80,886 | $91,760-11.9% | $156,181-48.2% | $67,986+19.0% |
| Participation rate | 23.6% | 65.0%-41.4pp | 78.8%-55.2pp | 57.2%-33.6pp |
| Annual return | 12.76% | 18.14%-5.4pp | 64.87%-52.1pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $2,419-100.0% | $4,294-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,460 | $3,960-63.1% | $6,132-76.2% | $3,358-56.5% |
| Admin fee / account holder | $5,179 | $3,949+31.2% | $14,586-64.5% | $3,203+61.7% |