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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 | $72,228 | $124,346-41.9% | $111,308-35.1% | $167,536-56.9% |
| Participation rate | 33.3% | 79.6%-46.3pp | 77.3%-44.0pp | 82.1%-48.8pp |
| Annual return | 8.20% | 37.45%-29.3pp | 54.67%-46.5pp | 478.82%-470.6pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $959 | $5,182-81.5% | $4,487-78.6% | $6,342-84.9% |
| Admin fee / account holder | $651 | $10,621-93.9% | $7,965-91.8% | $12,315-94.7% |