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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 | $72,523 | $106,247-31.7% | $96,515-24.9% | $139,466-48.0% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.1pp |
| Annual return | 10.04% | 38.47%-28.4pp | 35.73%-25.7pp | 373.66%-363.6pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,167 | $5,456-78.6% | $4,880-76.1% | $6,712-82.6% |
| Admin fee / account holder | $23,549 | $7,885+198.7% | $6,735+249.6% | $11,409+106.4% |