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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 | $81,772 | $95,404-14.3% | $113,397-27.9% | $82,637-1.0% |
| Participation rate | 33.3% | 72.8%-39.5pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 10.32% | 19.08%-8.8pp | 23.20%-12.9pp | 53.51%-43.2pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,911 | $4,220-54.7% | $5,076-62.4% | $4,126-53.7% |
| Admin fee / account holder | $152,195 | $9,168+1560.1% | $11,957+1172.9% | $7,339+1973.8% |