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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 | $117,714 | $73,459+60.2% | $178,449-34.0% | $74,400+58.2% |
| Participation rate | 16.5% | 66.6%-50.1pp | 77.1%-60.6pp | 67.2%-50.7pp |
| Annual return | 11.13% | 17.50%-6.4pp | 27.09%-16.0pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,951-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $995 | $4,515-78.0% | $6,277-84.1% | $4,348-77.1% |
| Admin fee / account holder | $12,395 | $1,812+584.0% | $10,362+19.6% | $1,944+537.7% |