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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 | $65,645 | $79,209-17.1% | $102,434-35.9% | $74,459-11.8% |
| Participation rate | 22.4% | 74.8%-52.4pp | 76.5%-54.1pp | 67.2%-44.8pp |
| Annual return | 9.87% | 54.98%-45.1pp | 29.46%-19.6pp | 1369.70%-1359.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $704 | $4,417-84.1% | $5,055-86.1% | $4,350-83.8% |
| Admin fee / account holder | $6,262 | $2,002+212.8% | $9,462-33.8% | $1,945+222.0% |