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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 | $50,642 | $125,184-59.5% | $105,607-52.0% | $145,884-65.3% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-22.0pp |
| Annual return | 1.68% | 225.00%-223.3pp | 116.11%-114.4pp | 551.85%-550.2pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $348 | $5,714-93.9% | $5,011-93.1% | $6,690-94.8% |
| Admin fee / account holder | $14,275 | $17,133-16.7% | $10,958+30.3% | $13,392+6.6% |