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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 | $63,652 | $51,642+23.3% | $129,384-50.8% | $80,935-21.4% |
| Participation rate | 5.6% | 56.9%-51.4pp | 69.6%-64.1pp | 67.7%-62.1pp |
| Annual return | 6.19% | 20.78%-14.6pp | 9461.77%-9455.6pp | 35.66%-29.5pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $120 | $2,670-95.5% | $4,166-97.1% | $4,299-97.2% |
| Admin fee / account holder | $4,238 | $4,312-1.7% | $7,686-44.9% | $6,924-38.8% |