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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 | $67,634 | $102,429-34.0% | $147,096-54.0% | $80,925-16.4% |
| Participation rate | 61.5% | 75.9%-14.3pp | 82.2%-20.6pp | 67.7%-6.1pp |
| Annual return | 8.67% | 135.02%-126.4pp | 419.75%-411.1pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,560 | $6,649-61.5% | $8,071-68.3% | $4,299-40.4% |
| Admin fee / account holder | $17,506 | $7,957+120.0% | $13,005+34.6% | $6,940+152.2% |