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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 | $62,672 | $83,045-24.5% | $130,045-51.8% | $71,511-12.4% |
| Participation rate | 28.0% | 74.1%-46.1pp | 78.5%-50.5pp | 67.9%-39.9pp |
| Annual return | 11.80% | 20.61%-8.8pp | -137.30%+149.1pp | 28.86%-17.1pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,623 | $4,436-63.4% | $5,820-72.1% | $4,291-62.2% |
| Admin fee / account holder | $318 | $1,727-81.6% | $10,600-97.0% | $1,588-80.0% |