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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 | $57,655 | $85,766-32.8% | $136,298-57.7% | $70,126-17.8% |
| Participation rate | 28.9% | 74.2%-45.2pp | 81.9%-53.0pp | 69.5%-40.6pp |
| Annual return | 11.52% | 31.46%-19.9pp | 5156.27%-5144.7pp | 73.15%-61.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $624 | $5,051-87.6% | $6,247-90.0% | $3,332-81.3% |
| Admin fee / account holder | $53,467 | $5,421+886.3% | $9,244+478.4% | $4,645+1050.9% |