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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 | $32,738 | $102,382-68.0% | $147,005-77.7% | $80,874-59.5% |
| Participation rate | 22.9% | 75.8%-53.0pp | 82.2%-59.3pp | 67.6%-44.8pp |
| Annual return | 8.05% | 134.89%-126.8pp | 418.76%-410.7pp | 35.62%-27.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,221 | $6,646-81.6% | $8,070-84.9% | $4,297-71.6% |
| Admin fee / account holder | $7,609 | $7,942-4.2% | $13,006-41.5% | $6,935+9.7% |