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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 | $53,708 | $56,116-4.3% | $135,768-60.4% | $86,983-38.3% |
| Participation rate | 13.2% | 60.1%-47.0pp | 71.1%-57.9pp | 69.5%-56.4pp |
| Annual return | 11.30% | 125.33%-114.0pp | 526.10%-514.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $434 | $2,690-83.9% | $3,977-89.1% | $4,194-89.7% |
| Admin fee / account holder | $6,350 | $4,314+47.2% | $7,048-9.9% | $7,856-19.2% |