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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 | $131,070 | $102,429+28.0% | $147,096-10.9% | $80,925+62.0% |
| Participation rate | 39.6% | 75.9%-36.3pp | 82.2%-42.6pp | 67.7%-28.1pp |
| Annual return | 2.07% | 135.02%-133.0pp | 419.75%-417.7pp | 35.65%-33.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,783 | $6,649-73.2% | $8,071-77.9% | $4,299-58.5% |
| Admin fee / account holder | $1,992 | $7,957-75.0% | $13,005-84.7% | $6,940-71.3% |