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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 | $92,009 | $124,346-26.0% | $111,308-17.3% | $167,536-45.1% |
| Participation rate | 23.8% | 79.6%-55.8pp | 77.3%-53.5pp | 82.1%-58.3pp |
| Annual return | 7.39% | 37.45%-30.1pp | 54.67%-47.3pp | 478.82%-471.4pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $248 | $5,182-95.2% | $4,487-94.5% | $6,342-96.1% |
| Admin fee / account holder | $20,875 | $10,621+96.5% | $7,965+162.1% | $12,315+69.5% |