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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 | $34,384 | $72,426-52.5% | $67,560-49.1% | $145,897-76.4% |
| Participation rate | 36.4% | 76.9%-40.5pp | 72.9%-36.6pp | 80.3%-43.9pp |
| Annual return | 8.75% | 7226.78%-7218.0pp | 3533.50%-3524.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $321 | $4,785-93.3% | $4,004-92.0% | $6,689-95.2% |
| Admin fee / account holder | $11,347 | $5,514+105.8% | $3,994+184.1% | $13,390-15.3% |