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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 | $61,808 | $85,171-27.4% | $172,752-64.2% | $72,975-15.3% |
| Participation rate | 28.0% | 70.1%-42.1pp | 82.6%-54.6pp | 69.5%-41.5pp |
| Annual return | 11.84% | 27.32%-15.5pp | 802.97%-791.1pp | 81.01%-69.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $659 | $3,260-79.8% | $5,198-87.3% | $3,608-81.7% |
| Admin fee / account holder | $143,794 | $5,880+2345.3% | $13,955+930.4% | $5,124+2706.3% |