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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 | $67,987 | $48,011+41.6% | $63,803+6.6% | $82,637-17.7% |
| Participation rate | 36.8% | 66.6%-29.7pp | 72.7%-35.9pp | 68.1%-31.2pp |
| Annual return | 10.77% | 19.84%-9.1pp | 543.72%-532.9pp | 53.51%-42.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $672 | $2,846-76.4% | $3,843-82.5% | $4,126-83.7% |
| Admin fee / account holder | $17,819 | $3,873+360.0% | $5,196+242.9% | $7,339+142.8% |