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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 | $73,767 | $100,073-26.3% | $85,126-13.3% | $145,877-49.4% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | 5.69% | 84.11%-78.4pp | 66.63%-60.9pp | 551.28%-545.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,731-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $246 | $5,294-95.4% | $4,523-94.6% | $6,691-96.3% |
| Admin fee / account holder | $27,053 | $7,261+272.6% | $6,160+339.2% | $13,402+101.9% |