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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 | $63,334 | $65,434-3.2% | $98,483-35.7% | $85,847-26.2% |
| Participation rate | 17.7% | 65.0%-47.3pp | 73.3%-55.6pp | 69.3%-51.6pp |
| Annual return | 11.47% | 21.75%-10.3pp | 1494.38%-1482.9pp | 318.61%-307.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $377 | $3,168-88.1% | $4,276-91.2% | $3,952-90.5% |
| Admin fee / account holder | $14,351 | $4,595+212.3% | $5,953+141.1% | $6,261+129.2% |