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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 | $43,796 | $166,089-73.6% | $164,928-73.4% | $145,978-70.0% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.3pp | 80.3%-43.9pp |
| Annual return | 6.95% | 100.26%-93.3pp | 70.08%-63.1pp | 550.52%-543.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,740 | $6,961-75.0% | $6,034-71.2% | $6,690-74.0% |
| Admin fee / account holder | $72,053 | $16,641+333.0% | $12,684+468.0% | $13,400+437.7% |