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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 | $45,208 | $102,422-55.9% | $147,117-69.3% | $80,959-44.2% |
| Participation rate | 27.5% | 75.9%-48.4pp | 82.2%-54.7pp | 67.7%-40.2pp |
| Annual return | 6.80% | 135.16%-128.4pp | 420.54%-413.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,152 | $6,652-82.7% | $8,065-85.7% | $4,300-73.2% |
| Admin fee / account holder | $10,087 | $7,953+26.8% | $12,993-22.4% | $6,925+45.7% |