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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 | $45,223 | $78,607-42.5% | $105,624-57.2% | $74,478-39.3% |
| Participation rate | 24.8% | 72.8%-48.0pp | 75.3%-50.5pp | 67.2%-42.4pp |
| Annual return | 10.05% | 15.96%-5.9pp | 116.20%-106.2pp | 1370.56%-1360.5pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,152 | $4,325-73.4% | $5,013-77.0% | $4,350-73.5% |
| Admin fee / account holder | $15,713 | $2,220+607.9% | $10,961+43.3% | $1,946+707.5% |