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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 | $26,760 | $88,710-69.8% | $81,783-67.3% | $145,959-81.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 4.68% | 1027.26%-1022.6pp | 775.05%-770.4pp | 561.95%-557.3pp |
| Employer contribution / active EE | $2,781 | $3,083-9.8% | $2,913-4.5% | $4,661-40.3% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,819 | $8,407-66.5% | $7,380-61.8% | $13,398-79.0% |