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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 | $43,041 | $100,003-57.0% | $146,685-70.7% | $85,856-49.9% |
| Participation rate | 15.2% | 73.1%-57.8pp | 80.1%-64.9pp | 69.3%-54.1pp |
| Annual return | 10.23% | 18.93%-8.7pp | 22.75%-12.5pp | 318.58%-308.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,449 | $4,006-63.8% | $5,507-73.7% | $3,952-63.3% |
| Admin fee / account holder | $1,717 | $7,704-77.7% | $10,281-83.3% | $6,261-72.6% |