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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 | $107,242 | $102,422+4.7% | $147,117-27.1% | $80,959+32.5% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 8.67% | 135.16%-126.5pp | 420.54%-411.9pp | 35.67%-27.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $792 | $6,652-88.1% | $8,065-90.2% | $4,300-81.6% |
| Admin fee / account holder | $18,552 | $7,953+133.3% | $12,993+42.8% | $6,925+167.9% |