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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 | $117,895-31.1% | $102,460-20.7% | $145,897-44.3% |
| Participation rate | 28.6% | 78.6%-50.1pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 4.79% | 31.92%-27.1pp | 29.47%-24.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,307 | $5,736-77.2% | $5,056-74.1% | $6,689-80.5% |
| Admin fee / account holder | $49,014 | $13,353+267.1% | $9,460+418.1% | $13,390+266.0% |