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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 | $65,717 | $70,684-7.0% | $169,397-61.2% | $75,177-12.6% |
| Participation rate | 57.7% | 64.8%-7.1pp | 77.2%-19.5pp | 67.2%-9.5pp |
| Annual return | 10.32% | 36.38%-26.1pp | 406.23%-395.9pp | 160.75%-150.4pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $844 | $4,310-80.4% | $6,223-86.4% | $4,126-79.5% |
| Admin fee / account holder | $8,020 | $5,404+48.4% | $9,017-11.1% | $5,651+41.9% |