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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 | $50,914 | $127,790-60.2% | $106,554-52.2% | $167,553-69.6% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 6.72% | 33.88%-27.2pp | 26.80%-20.1pp | 478.89%-472.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $945 | $5,088-81.4% | $4,398-78.5% | $6,343-85.1% |
| Admin fee / account holder | $21,054 | $11,231+87.5% | $7,408+184.2% | $12,316+70.9% |