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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 | $118,724 | $98,776+20.2% | $149,745-20.7% | $79,856+48.7% |
| Participation rate | 2.7% | 75.8%-73.1pp | 82.5%-79.8pp | 69.6%-67.0pp |
| Annual return | 12.17% | 27.38%-15.2pp | 276.72%-264.6pp | 31.71%-19.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $628 | $5,681-88.9% | $6,843-90.8% | $3,741-83.2% |
| Admin fee / account holder | $7,089 | $6,053+17.1% | $9,312-23.9% | $5,306+33.6% |