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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 | $71,140 | $88,137-19.3% | $164,975-56.9% | $74,429-4.4% |
| Participation rate | 15.7% | 73.1%-57.4pp | 78.6%-62.9pp | 67.2%-51.5pp |
| Annual return | 9.35% | 17.13%-7.8pp | 70.12%-60.8pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $726 | $4,501-83.9% | $6,033-88.0% | $4,348-83.3% |
| Admin fee / account holder | $20,352 | $2,231+812.0% | $12,688+60.4% | $1,944+946.8% |