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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 | $69,956 | $83,898-16.6% | $133,346-47.5% | $94,015-25.6% |
| Participation rate | 67.6% | 63.4%+4.2pp | 72.8%-5.3pp | 70.8%-3.3pp |
| Annual return | 8.98% | 16.00%-7.0pp | 36.85%-27.9pp | 17.84%-8.9pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,009 | $3,245-68.9% | $4,332-76.7% | $4,249-76.3% |
| Admin fee / account holder | $1,804 | $7,809-76.9% | $14,264-87.4% | $8,951-79.8% |