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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 | $61,554 | $103,966-40.8% | $112,923-45.5% | $75,177-18.1% |
| Participation rate | 25.0% | 75.7%-50.7pp | 80.5%-55.5pp | 67.2%-42.2pp |
| Annual return | 7.37% | 24.54%-17.2pp | 34.13%-26.8pp | 160.75%-153.4pp |
| Employer contribution / active EE | $0 | $3,870-100.0% | $4,570-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $792 | $5,456-85.5% | $6,520-87.8% | $4,126-80.8% |
| Admin fee / account holder | $42,177 | $7,663+450.4% | $7,046+498.6% | $5,651+646.3% |