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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 | $64,373 | $122,042-47.3% | $184,260-65.1% | $74,459-13.5% |
| Participation rate | 21.0% | 85.5%-64.5pp | 86.8%-65.9pp | 67.2%-46.3pp |
| Annual return | 9.75% | 19.91%-10.2pp | 28.84%-19.1pp | 1369.70%-1360.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $440 | $7,143-93.8% | $9,133-95.2% | $4,350-89.9% |
| Admin fee / account holder | $1,370 | $1,252+9.4% | $13,898-90.1% | $1,945-29.5% |