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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 | $102,429-37.3% | $147,096-56.3% | $80,925-20.6% |
| Participation rate | 5.6% | 75.9%-70.2pp | 82.2%-76.6pp | 67.7%-62.0pp |
| Annual return | 10.22% | 135.02%-124.8pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $376 | $6,649-94.3% | $8,071-95.3% | $4,299-91.3% |
| Admin fee / account holder | $1,827 | $7,957-77.0% | $13,005-86.0% | $6,940-73.7% |