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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 | $71,577 | $98,766-27.5% | $149,730-52.2% | $79,852-10.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.5%-22.5pp | 69.6%-9.6pp |
| Annual return | 12.30% | 27.43%-15.1pp | 276.70%-264.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,582 | $5,681-72.1% | $6,843-76.9% | $3,740-57.7% |
| Admin fee / account holder | $23,606 | $6,052+290.0% | $9,310+153.5% | $5,306+344.9% |