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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 | $66,804 | $125,190-46.6% | $105,624-36.8% | $145,897-54.2% |
| Participation rate | 44.4% | 77.6%-33.2pp | 75.3%-30.8pp | 80.3%-35.9pp |
| Annual return | 7.54% | 225.22%-217.7pp | 116.20%-108.7pp | 552.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,521 | $5,716-73.4% | $5,013-69.7% | $6,689-77.3% |
| Admin fee / account holder | $70,204 | $17,138+309.6% | $10,961+540.5% | $13,390+424.3% |