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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 | $58,161 | $77,920-25.4% | $149,723-61.2% | $75,177-22.6% |
| Participation rate | 11.5% | 65.6%-54.0pp | 78.8%-67.2pp | 67.2%-55.7pp |
| Annual return | 13.12% | 31.72%-18.6pp | 134.50%-121.4pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $274 | $3,411-92.0% | $5,682-95.2% | $4,126-93.4% |
| Admin fee / account holder | $430 | $5,951-92.8% | $13,215-96.7% | $5,651-92.4% |