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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 | $76,289 | $106,524-28.4% | $152,301-49.9% | $87,485-12.8% |
| Participation rate | 15.2% | 75.8%-60.5pp | 82.4%-67.2pp | 68.9%-53.7pp |
| Annual return | 12.03% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,862 | $6,525-71.5% | $8,004-76.7% | $4,274-56.4% |
| Admin fee / account holder | $59,329 | $8,287+616.0% | $14,398+312.1% | $7,775+663.1% |