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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 | $98,742 | $106,524-7.3% | $152,301-35.2% | $87,485+12.9% |
| Participation rate | 16.1% | 75.8%-59.6pp | 82.4%-66.3pp | 68.9%-52.8pp |
| Annual return | 11.42% | 26.89%-15.5pp | 80.50%-69.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $796 | $6,525-87.8% | $8,004-90.1% | $4,274-81.4% |
| Admin fee / account holder | $27,837 | $8,287+235.9% | $14,398+93.3% | $7,775+258.0% |