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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 | $44,165 | $85,766-48.5% | $136,298-67.6% | $70,126-37.0% |
| Participation rate | 44.8% | 74.2%-29.3pp | 81.9%-37.1pp | 69.5%-24.7pp |
| Annual return | 6.67% | 31.46%-24.8pp | 5156.27%-5149.6pp | 73.15%-66.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,490 | $5,051-70.5% | $6,247-76.2% | $3,332-55.3% |
| Admin fee / account holder | $2,577 | $5,421-52.5% | $9,244-72.1% | $4,645-44.5% |