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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 | $106,749-28.5% | $145,433-47.5% | $82,448-7.5% |
| Participation rate | 15.2% | 75.6%-60.4pp | 82.1%-66.9pp | 68.1%-52.9pp |
| Annual return | 12.03% | 27.59%-15.6pp | 66.58%-54.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,862 | $6,519-71.4% | $7,897-76.4% | $4,139-55.0% |
| Admin fee / account holder | $59,329 | $8,390+607.1% | $13,129+351.9% | $7,234+720.1% |