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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 | $64,235 | $102,422-37.3% | $147,117-56.3% | $80,959-20.7% |
| Participation rate | 5.6% | 75.9%-70.3pp | 82.2%-76.6pp | 67.7%-62.0pp |
| Annual return | 10.22% | 135.16%-124.9pp | 420.54%-410.3pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $376 | $6,652-94.3% | $8,065-95.3% | $4,300-91.3% |
| Admin fee / account holder | $1,827 | $7,953-77.0% | $12,993-85.9% | $6,925-73.6% |