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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 | $47,019 | $176,120-73.3% | $159,487-70.5% | $167,553-71.9% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.04% | 331.95%-326.9pp | 263.71%-258.7pp | 478.89%-473.9pp |
| Employer contribution / active EE | $2,072 | $5,299-60.9% | $4,831-57.1% | $4,840-57.2% |
| Participant deferral / active EE | $2,389 | $7,752-69.2% | $7,354-67.5% | $6,343-62.3% |
| Admin fee / account holder | $50,965 | $12,561+305.7% | $10,804+371.7% | $12,316+313.8% |