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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 | $55,060 | $61,338-10.2% | $149,717-63.2% | $71,495-23.0% |
| Participation rate | 4.2% | 62.5%-58.3pp | 78.8%-74.6pp | 67.9%-63.7pp |
| Annual return | 10.63% | 35.86%-25.2pp | 134.41%-123.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $106 | $2,919-96.4% | $5,682-98.1% | $4,291-97.5% |
| Admin fee / account holder | $11,995 | $1,263+849.9% | $13,213-9.2% | $1,588+655.5% |