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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 | $57,561 | $65,566-12.2% | $86,235-33.3% | $75,177-23.4% |
| Participation rate | 35.3% | 60.5%-25.2pp | 69.0%-33.7pp | 67.2%-31.9pp |
| Annual return | 8.97% | 46.07%-37.1pp | 1170.03%-1161.1pp | 160.75%-151.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $866 | $3,023-71.4% | $3,987-78.3% | $4,126-79.0% |
| Admin fee / account holder | $19,970 | $5,470+265.1% | $6,856+191.3% | $5,651+253.4% |