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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 | $86,987 | $52,580+65.4% | $71,671+21.4% | $70,126+24.0% |
| Participation rate | 32.0% | 60.9%-28.9pp | 68.7%-36.7pp | 69.5%-37.5pp |
| Annual return | 9.24% | 20.25%-11.0pp | 20.65%-11.4pp | 73.15%-63.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $86 | $2,386-96.4% | $3,438-97.5% | $3,332-97.4% |
| Admin fee / account holder | $17,434 | $3,653+377.3% | $5,558+213.6% | $4,645+275.3% |