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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 | $52,514 | $104,953-50.0% | $84,637-38.0% | $152,909-65.7% |
| Participation rate | 22.2% | 74.8%-52.6pp | 68.2%-46.0pp | 82.5%-60.2pp |
| Annual return | 8.17% | 373.94%-365.8pp | 258.82%-250.7pp | 345.46%-337.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $563 | $4,691-88.0% | $3,900-85.6% | $5,851-90.4% |
| Admin fee / account holder | $4,385 | $6,244-29.8% | $4,914-10.8% | $11,601-62.2% |