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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 | $76,654 | $102,422-25.2% | $147,117-47.9% | $80,959-5.3% |
| Participation rate | 31.4% | 75.9%-44.5pp | 82.2%-50.8pp | 67.7%-36.3pp |
| Annual return | 9.01% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $697 | $6,652-89.5% | $8,065-91.4% | $4,300-83.8% |
| Admin fee / account holder | $13,697 | $7,953+72.2% | $12,993+5.4% | $6,925+97.8% |