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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 | $64,660 | $111,785-42.2% | $93,669-31.0% | $145,877-55.7% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 5.33% | 203.79%-198.5pp | 133.59%-128.3pp | 551.28%-546.0pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $944 | $4,919-80.8% | $4,416-78.6% | $6,691-85.9% |
| Admin fee / account holder | $6,467 | $10,256-36.9% | $8,291-22.0% | $13,402-51.7% |