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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 | $56,165 | $102,422-45.2% | $147,117-61.8% | $80,959-30.6% |
| Participation rate | 15.9% | 75.9%-60.0pp | 82.2%-66.3pp | 67.7%-51.8pp |
| Annual return | 7.37% | 135.16%-127.8pp | 420.54%-413.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,753 | $6,652-73.6% | $8,065-78.3% | $4,300-59.2% |
| Admin fee / account holder | $23,462 | $7,953+195.0% | $12,993+80.6% | $6,925+238.8% |