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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 | $124,272 | $127,779-2.7% | $106,551+16.6% | $167,518-25.8% |
| Participation rate | 30.8% | 78.3%-47.5pp | 76.1%-45.4pp | 82.1%-51.3pp |
| Annual return | 8.16% | 33.87%-25.7pp | 26.80%-18.6pp | 478.71%-470.6pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,375 | $5,088-73.0% | $4,398-68.7% | $6,342-78.3% |
| Admin fee / account holder | $68,958 | $11,228+514.2% | $7,408+830.9% | $12,312+460.1% |