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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 | $61,244 | $63,861-4.1% | $104,625-41.5% | $79,852-23.3% |
| Participation rate | 44.4% | 64.9%-20.5pp | 74.1%-29.6pp | 69.6%-25.2pp |
| Annual return | 10.28% | 21.30%-11.0pp | 340.60%-330.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $745 | $2,693-72.3% | $3,738-80.1% | $3,740-80.1% |
| Admin fee / account holder | $15,766 | $4,185+276.7% | $6,465+143.9% | $5,306+197.1% |