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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 | $54,622 | $85,766-36.3% | $136,298-59.9% | $70,126-22.1% |
| Participation rate | 13.3% | 74.2%-60.8pp | 81.9%-68.6pp | 69.5%-56.2pp |
| Annual return | 13.21% | 31.46%-18.2pp | 5156.27%-5143.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $341 | $5,051-93.2% | $6,247-94.5% | $3,332-89.8% |
| Admin fee / account holder | $24,707 | $5,421+355.8% | $9,244+167.3% | $4,645+431.8% |