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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 | $44,171 | $117,846-62.5% | $102,434-56.9% | $145,884-69.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 76.5%-56.5pp | 80.3%-60.3pp |
| Annual return | 6.98% | 31.90%-24.9pp | 29.46%-22.5pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,134 | $5,733-80.2% | $5,055-77.6% | $6,690-83.1% |
| Admin fee / account holder | $25,486 | $13,356+90.8% | $9,462+169.3% | $13,392+90.3% |