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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 | $70,607 | $68,880+2.5% | $120,580-41.4% | $80,959-12.8% |
| Participation rate | 56.0% | 61.7%-5.7pp | 72.0%-16.0pp | 67.7%-11.7pp |
| Annual return | 8.51% | 23.68%-15.2pp | 107.48%-99.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $722 | $3,191-77.4% | $4,995-85.5% | $4,300-83.2% |
| Admin fee / account holder | $5,517 | $5,785-4.6% | $9,418-41.4% | $6,925-20.3% |