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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 | $31,197 | $154,209-79.8% | $130,062-76.0% | $139,487-77.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 8.67% | 32.52%-23.8pp | -137.37%+146.0pp | 373.84%-365.2pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,521 | $6,709-77.3% | $5,821-73.9% | $6,713-77.3% |
| Admin fee / account holder | $1,728 | $13,988-87.6% | $10,601-83.7% | $11,407-84.9% |