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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 | $49,118 | $77,157-36.3% | $108,405-54.7% | $85,847-42.8% |
| Participation rate | 64.9% | 74.7%-9.8pp | 80.1%-15.3pp | 69.3%-4.5pp |
| Annual return | 12.57% | 44.55%-32.0pp | 905.55%-893.0pp | 318.61%-306.0pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,429 | $5,567-74.3% | $6,563-78.2% | $3,952-63.8% |
| Admin fee / account holder | $4,011 | $5,174-22.5% | $7,297-45.0% | $6,261-35.9% |