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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 | $53,159 | $101,653-47.7% | $147,080-63.9% | $74,459-28.6% |
| Participation rate | 44.0% | 75.6%-31.6pp | 82.2%-38.2pp | 67.2%-23.2pp |
| Annual return | 10.91% | 8754.98%-8744.1pp | 420.17%-409.3pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,638 | $7,304-63.9% | $8,066-67.3% | $4,350-39.3% |
| Admin fee / account holder | $1,092 | $1,752-37.6% | $12,989-91.6% | $1,945-43.8% |