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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 | $48,529 | $68,394-29.0% | $94,672-48.7% | $75,177-35.4% |
| Participation rate | 58.6% | 76.1%-17.5pp | 80.8%-22.2pp | 67.2%-8.6pp |
| Annual return | 12.70% | 616.92%-604.2pp | 156.89%-144.2pp | 160.75%-148.0pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,718 | $6,536-73.7% | $7,417-76.8% | $4,126-58.4% |
| Admin fee / account holder | $9,934 | $5,326+86.5% | $7,222+37.6% | $5,651+75.8% |