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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 | $86,301 | $88,672-2.7% | $105,223-18.0% | $82,448+4.7% |
| Participation rate | 20.9% | 67.9%-47.0pp | 75.0%-54.1pp | 68.1%-47.2pp |
| Annual return | 11.55% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,078 | $4,036-73.3% | $5,072-78.7% | $4,139-74.0% |
| Admin fee / account holder | $943 | $7,146-86.8% | $8,859-89.4% | $7,234-87.0% |