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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 | $137,619 | $102,429+34.4% | $147,096-6.4% | $80,925+70.1% |
| Participation rate | 18.8% | 75.9%-57.1pp | 82.2%-63.4pp | 67.7%-48.9pp |
| Annual return | 9.94% | 135.02%-125.1pp | 419.75%-409.8pp | 35.65%-25.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $736 | $6,649-88.9% | $8,071-90.9% | $4,299-82.9% |
| Admin fee / account holder | $64,385 | $7,957+709.2% | $13,005+395.1% | $6,940+827.7% |