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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 | $53,530 | $65,084-17.8% | $67,681-20.9% | $64,340-16.8% |
| Participation rate | 9.8% | 66.7%-56.9pp | 73.7%-63.9pp | 55.2%-45.4pp |
| Annual return | 10.07% | 20.50%-10.4pp | 590.58%-580.5pp | 24.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $396 | $3,210-87.7% | $3,976-90.0% | $2,980-86.7% |
| Admin fee / account holder | $8,007 | $1,415+465.9% | $6,100+31.3% | $3,703+116.3% |