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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 | $51,111 | $85,766-40.4% | $136,298-62.5% | $70,126-27.1% |
| Participation rate | 10.8% | 74.2%-63.3pp | 81.9%-71.1pp | 69.5%-58.7pp |
| Annual return | 12.01% | 31.46%-19.4pp | 5156.27%-5144.3pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $616 | $5,051-87.8% | $6,247-90.1% | $3,332-81.5% |
| Admin fee / account holder | $8,725 | $5,421+61.0% | $9,244-5.6% | $4,645+87.8% |