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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 | $52,133 | $95,383-45.3% | $185,837-71.9% | $85,856-39.3% |
| Participation rate | 17.1% | 68.8%-51.7pp | 81.7%-64.6pp | 69.3%-52.2pp |
| Annual return | 10.65% | 23.59%-12.9pp | 122.08%-111.4pp | 318.58%-307.9pp |
| Employer contribution / active EE | $0 | $3,313-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $580 | $3,423-83.1% | $5,568-89.6% | $3,952-85.3% |
| Admin fee / account holder | $6,350 | $7,213-12.0% | $16,241-60.9% | $6,261+1.4% |