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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 | $68,117 | $102,422-33.5% | $147,117-53.7% | $80,959-15.9% |
| Participation rate | 24.1% | 75.9%-51.7pp | 82.2%-58.0pp | 67.7%-43.5pp |
| Annual return | 10.38% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,246 | $6,652-81.3% | $8,065-84.6% | $4,300-71.0% |
| Admin fee / account holder | $1,227 | $7,953-84.6% | $12,993-90.6% | $6,925-82.3% |