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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 | $57,263 | $79,181-27.7% | $102,423-44.1% | $74,429-23.1% |
| Participation rate | 37.4% | 74.8%-37.4pp | 76.5%-39.1pp | 67.2%-29.9pp |
| Annual return | 7.90% | 54.97%-47.1pp | 29.42%-21.5pp | 1368.38%-1360.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,485 | $4,416-66.4% | $5,054-70.6% | $4,348-65.9% |
| Admin fee / account holder | $8,602 | $2,002+329.7% | $9,455-9.0% | $1,944+342.4% |