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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 | $63,831 | $88,672-28.0% | $105,223-39.3% | $82,448-22.6% |
| Participation rate | 37.1% | 67.9%-30.8pp | 75.0%-37.9pp | 68.1%-30.9pp |
| Annual return | 11.94% | 30.86%-18.9pp | 180.65%-168.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,126 | $4,036-72.1% | $5,072-77.8% | $4,139-72.8% |
| Admin fee / account holder | $28,907 | $7,146+304.5% | $8,859+226.3% | $7,234+299.6% |