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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 | $57,424 | $105,200-45.4% | $159,474-64.0% | $85,847-33.1% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 9.89% | 45.08%-35.2pp | 263.68%-253.8pp | 318.61%-308.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,112 | $5,946-81.3% | $7,353-84.9% | $3,952-71.9% |
| Admin fee / account holder | $2,715 | $6,934-60.8% | $10,802-74.9% | $6,261-56.6% |