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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 | $63,472 | $102,429-38.0% | $147,096-56.8% | $80,925-21.6% |
| Participation rate | 35.9% | 75.9%-39.9pp | 82.2%-46.2pp | 67.7%-31.7pp |
| Annual return | 5.54% | 135.02%-129.5pp | 419.75%-414.2pp | 35.65%-30.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,232 | $6,649-81.5% | $8,071-84.7% | $4,299-71.3% |
| Admin fee / account holder | $1,491 | $7,957-81.3% | $13,005-88.5% | $6,940-78.5% |