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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 | $68,852+2.5% | $120,524-41.4% | $80,925-12.7% |
| Participation rate | 56.0% | 61.6%-5.6pp | 71.9%-15.9pp | 67.7%-11.7pp |
| Annual return | 8.51% | 23.67%-15.2pp | 107.36%-98.9pp | 35.65%-27.1pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,469-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $722 | $3,187-77.3% | $4,994-85.5% | $4,299-83.2% |
| Admin fee / account holder | $5,517 | $5,781-4.6% | $9,440-41.6% | $6,940-20.5% |