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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 | $104,966 | $91,439+14.8% | $135,974-22.8% | $71,511+46.8% |
| Participation rate | 27.2% | 75.7%-48.5pp | 81.9%-54.7pp | 67.9%-40.7pp |
| Annual return | 12.34% | 29.90%-17.6pp | 68.30%-56.0pp | 28.86%-16.5pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,831 | $7,093-74.2% | $7,760-76.4% | $4,291-57.3% |
| Admin fee / account holder | $3,684 | $1,267+190.9% | $10,767-65.8% | $1,588+131.9% |