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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 | $56,739 | $102,422-44.6% | $147,117-61.4% | $80,959-29.9% |
| Participation rate | 6.5% | 75.9%-69.4pp | 82.2%-75.7pp | 67.7%-61.1pp |
| Annual return | 6.14% | 135.16%-129.0pp | 420.54%-414.4pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $116 | $6,652-98.3% | $8,065-98.6% | $4,300-97.3% |
| Admin fee / account holder | $5,575 | $7,953-29.9% | $12,993-57.1% | $6,925-19.5% |