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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 | $46,904 | $185,883-74.8% | $170,043-72.4% | $139,466-66.4% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 4.79% | 60.54%-55.7pp | 53.40%-48.6pp | 373.66%-368.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,673 | $11,626-77.0% | $10,410-74.3% | $6,712-60.2% |
| Admin fee / account holder | $53,775 | $15,393+249.3% | $12,824+319.3% | $11,409+371.4% |