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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 | $70,165 | $62,672+12.0% | $185,117-62.1% | $70,126+0.1% |
| Participation rate | 15.4% | 63.8%-48.4pp | 77.3%-61.9pp | 69.5%-54.2pp |
| Annual return | 8.84% | 40.79%-31.9pp | 40.50%-31.7pp | 73.15%-64.3pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $814 | $3,272-75.1% | $5,045-83.9% | $3,332-75.6% |
| Admin fee / account holder | $32,913 | $3,932+737.1% | $8,159+303.4% | $4,645+608.5% |