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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 | $90,516 | $102,422-11.6% | $147,117-38.5% | $80,959+11.8% |
| Participation rate | 42.3% | 75.9%-33.6pp | 82.2%-39.9pp | 67.7%-25.4pp |
| Annual return | 8.90% | 135.16%-126.3pp | 420.54%-411.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $924 | $6,652-86.1% | $8,065-88.5% | $4,300-78.5% |
| Admin fee / account holder | $1,441 | $7,953-81.9% | $12,993-88.9% | $6,925-79.2% |