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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 | $43,913 | $63,346-30.7% | $92,240-52.4% | $70,126-37.4% |
| Participation rate | 34.0% | 68.7%-34.7pp | 76.5%-42.5pp | 69.5%-35.5pp |
| Annual return | 7.10% | 530.19%-523.1pp | 176.29%-169.2pp | 73.15%-66.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $866 | $2,854-69.7% | $3,897-77.8% | $3,332-74.0% |
| Admin fee / account holder | $13,867 | $3,841+261.0% | $5,194+167.0% | $4,645+198.5% |