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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 | $66,990 | $102,429-34.6% | $147,096-54.5% | $80,925-17.2% |
| Participation rate | 25.0% | 75.9%-50.9pp | 82.2%-57.2pp | 67.7%-42.7pp |
| Annual return | 11.50% | 135.02%-123.5pp | 419.75%-408.3pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,259 | $6,649-81.1% | $8,071-84.4% | $4,299-70.7% |
| Admin fee / account holder | $10,225 | $7,957+28.5% | $13,005-21.4% | $6,940+47.3% |