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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 | $56,799 | $138,312-58.9% | $122,979-53.8% | $155,188-63.4% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 5.27% | 22.06%-16.8pp | 20.12%-14.8pp | 148.84%-143.6pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,046 | $5,592-81.3% | $5,003-79.1% | $6,531-84.0% |
| Admin fee / account holder | $128,683 | $15,089+752.8% | $12,864+900.3% | $14,480+788.7% |