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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 | $35,218 | $85,766-58.9% | $136,298-74.2% | $70,126-49.8% |
| Participation rate | 63.4% | 74.2%-10.7pp | 81.9%-18.5pp | 69.5%-6.1pp |
| Annual return | 12.87% | 31.46%-18.6pp | 5156.27%-5143.4pp | 73.15%-60.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,423 | $5,051-71.8% | $6,247-77.2% | $3,332-57.3% |
| Admin fee / account holder | $6,523 | $5,421+20.3% | $9,244-29.4% | $4,645+40.4% |