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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 | $57,977 | $108,922-46.8% | $100,398-42.3% | $145,978-60.3% |
| Participation rate | 37.5% | 83.0%-45.5pp | 81.5%-44.0pp | 80.3%-42.8pp |
| Annual return | 9.94% | 58.04%-48.1pp | 49.32%-39.4pp | 550.52%-540.6pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,895 | $8,450-77.6% | $8,084-76.6% | $6,690-71.7% |
| Admin fee / account holder | $13,848 | $9,680+43.1% | $7,893+75.4% | $13,400+3.3% |