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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 | $87,020 | $100,041-13.0% | $149,718-41.9% | $70,131+24.1% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 11.36% | 27.43%-16.1pp | 1501.70%-1490.3pp | 73.14%-61.8pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,444-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,586 | $4,983-68.2% | $6,568-75.9% | $3,332-52.4% |
| Admin fee / account holder | $1,395 | $8,286-83.2% | $11,283-87.6% | $4,645-70.0% |