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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 | $38,043 | $107,944-64.8% | $91,994-58.6% | $152,885-75.1% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 12.72% | 89.26%-76.5pp | 69.03%-56.3pp | 345.39%-332.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $284 | $6,365-95.5% | $5,923-95.2% | $5,851-95.1% |
| Admin fee / account holder | $2,251 | $10,521-78.6% | $7,743-70.9% | $11,598-80.6% |