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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 | $78,039 | $209,336-62.7% | $197,124-60.4% | $137,256-43.1% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 3.72% | 48.09%-44.4pp | 44.34%-40.6pp | 220.34%-216.6pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,272 | $9,614-86.8% | $9,135-86.1% | $6,407-80.1% |
| Admin fee / account holder | $83,752 | $17,308+383.9% | $16,298+413.9% | $12,270+582.6% |