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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 | $62,879 | $95,404-34.1% | $113,397-44.5% | $82,637-23.9% |
| Participation rate | 34.2% | 72.8%-38.6pp | 76.5%-42.3pp | 68.1%-33.8pp |
| Annual return | 7.27% | 19.08%-11.8pp | 23.20%-15.9pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $936 | $4,220-77.8% | $5,076-81.6% | $4,126-77.3% |
| Admin fee / account holder | $53,371 | $9,168+482.1% | $11,957+346.4% | $7,339+627.2% |