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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 | $70,100 | $79,223-11.5% | $102,460-31.6% | $74,478-5.9% |
| Participation rate | 20.8% | 74.8%-53.9pp | 76.5%-55.7pp | 67.2%-46.4pp |
| Annual return | 8.02% | 54.98%-47.0pp | 29.47%-21.5pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $513 | $4,417-88.4% | $5,056-89.9% | $4,350-88.2% |
| Admin fee / account holder | $14,215 | $2,003+609.7% | $9,460+50.3% | $1,946+630.5% |