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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 | $30,371 | $102,393-70.3% | $147,041-79.3% | $80,911-62.5% |
| Participation rate | 41.1% | 75.9%-34.8pp | 82.2%-41.1pp | 67.6%-26.6pp |
| Annual return | 9.76% | 134.95%-125.2pp | 419.21%-409.5pp | 35.63%-25.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,614 | $6,647-75.7% | $8,071-80.0% | $4,297-62.4% |
| Admin fee / account holder | $10,155 | $7,943+27.8% | $13,006-21.9% | $6,935+46.4% |