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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 | $93,345-31.6% | $119,126-46.4% | $87,485-27.0% |
| Participation rate | 37.1% | 68.7%-31.6pp | 75.8%-38.6pp | 68.9%-31.8pp |
| Annual return | 11.94% | 19.08%-7.1pp | 282.11%-270.2pp | 26.06%-14.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,126 | $4,099-72.5% | $5,318-78.8% | $4,274-73.7% |
| Admin fee / account holder | $28,907 | $8,039+259.6% | $10,693+170.3% | $7,775+271.8% |