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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 | $134,965 | $89,259+51.2% | $107,187+25.9% | $82,637+63.3% |
| Participation rate | 23.3% | 67.9%-44.6pp | 75.0%-51.7pp | 68.1%-44.7pp |
| Annual return | 2.67% | 21.02%-18.4pp | 204.55%-201.9pp | 53.51%-50.8pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,367 | $4,037-66.2% | $5,096-73.2% | $4,126-66.9% |
| Admin fee / account holder | $30,479 | $7,381+312.9% | $9,162+232.7% | $7,339+315.3% |