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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 | $48,201 | $98,776-51.2% | $149,745-67.8% | $79,856-39.6% |
| Participation rate | 47.2% | 75.8%-28.6pp | 82.5%-35.3pp | 69.6%-22.5pp |
| Annual return | 7.58% | 27.38%-19.8pp | 276.72%-269.1pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,078 | $5,681-63.4% | $6,843-69.6% | $3,741-44.4% |
| Admin fee / account holder | $6,127 | $6,053+1.2% | $9,312-34.2% | $5,306+15.5% |