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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 | $116,340 | $201,372-42.2% | $184,260-36.9% | $145,884-20.3% |
| Participation rate | 25.0% | 87.5%-62.5pp | 86.8%-61.8pp | 80.3%-55.3pp |
| Annual return | 5.72% | 29.04%-23.3pp | 28.84%-23.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,013 | $9,808-79.5% | $9,133-78.0% | $6,690-69.9% |
| Admin fee / account holder | $107,324 | $16,362+555.9% | $13,898+672.2% | $13,392+701.4% |