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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 | $81,221 | $117,829-31.1% | $102,423-20.7% | $145,877-44.3% |
| Participation rate | 28.6% | 78.6%-50.0pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 4.79% | 31.83%-27.0pp | 29.42%-24.6pp | 551.28%-546.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,307 | $5,732-77.2% | $5,054-74.1% | $6,691-80.5% |
| Admin fee / account holder | $49,014 | $13,335+267.6% | $9,455+418.4% | $13,402+265.7% |