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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 | $100,974 | $80,705+25.1% | $115,768-12.8% | $67,986+48.5% |
| Participation rate | 11.1% | 63.0%-51.9pp | 74.4%-63.3pp | 57.2%-46.1pp |
| Annual return | 4.64% | 18.49%-13.8pp | 100.46%-95.8pp | 31.67%-27.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $2,940-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $462 | $3,559-87.0% | $4,917-90.6% | $3,358-86.3% |
| Admin fee / account holder | $34,578 | $4,135+736.2% | $12,439+178.0% | $3,203+979.5% |