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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 | $82,949 | $91,710-9.6% | $67,560+22.8% | $77,762+6.7% |
| Participation rate | 23.1% | 76.0%-52.9pp | 72.9%-49.8pp | 70.6%-47.5pp |
| Annual return | 10.90% | 14.88%-4.0pp | 3533.50%-3522.6pp | 31.27%-20.4pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,737-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,595 | $3,911-59.2% | $4,004-60.2% | $4,651-65.7% |
| Admin fee / account holder | $5,973 | $245+2338.6% | $3,994+49.6% | $433+1279.8% |