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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 | $70,344 | $122,042-42.4% | $184,243-61.8% | $74,429-5.5% |
| Participation rate | 37.9% | 85.5%-47.6pp | 86.8%-48.9pp | 67.2%-29.3pp |
| Annual return | 11.32% | 19.91%-8.6pp | 28.82%-17.5pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $0 | $4,538-100.0% | $6,427-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,938 | $7,143-72.9% | $9,132-78.8% | $4,348-55.4% |
| Admin fee / account holder | $8,994 | $1,252+618.3% | $13,914-35.4% | $1,944+362.6% |