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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 | $50,789 | $70,684-28.1% | $169,390-70.0% | $75,173-32.4% |
| Participation rate | 14.9% | 64.8%-49.9pp | 77.2%-62.3pp | 67.2%-52.3pp |
| Annual return | 13.45% | 36.38%-22.9pp | 406.07%-392.6pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $860 | $4,310-80.1% | $6,222-86.2% | $4,126-79.2% |
| Admin fee / account holder | $951 | $5,404-82.4% | $9,015-89.5% | $5,651-83.2% |