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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 | $69,066 | $102,393-32.5% | $147,041-53.0% | $80,911-14.6% |
| Participation rate | 22.9% | 75.9%-52.9pp | 82.2%-59.3pp | 67.6%-44.7pp |
| Annual return | 7.69% | 134.95%-127.3pp | 419.21%-411.5pp | 35.63%-27.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $768 | $6,647-88.4% | $8,071-90.5% | $4,297-82.1% |
| Admin fee / account holder | $14,917 | $7,943+87.8% | $13,006+14.7% | $6,935+115.1% |