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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 | $37,381 | $85,766-56.4% | $136,298-72.6% | $70,126-46.7% |
| Participation rate | 13.6% | 74.2%-60.5pp | 81.9%-68.3pp | 69.5%-55.9pp |
| Annual return | 12.82% | 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 | $66 | $5,051-98.7% | $6,247-98.9% | $3,332-98.0% |
| Admin fee / account holder | $4,406 | $5,421-18.7% | $9,244-52.3% | $4,645-5.2% |