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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 | $47,958 | $85,766-44.1% | $136,298-64.8% | $70,126-31.6% |
| Participation rate | 45.2% | 74.2%-29.0pp | 81.9%-36.8pp | 69.5%-24.4pp |
| Annual return | 9.85% | 31.46%-21.6pp | 5156.27%-5146.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,048 | $5,051-79.3% | $6,247-83.2% | $3,332-68.6% |
| Admin fee / account holder | $323 | $5,421-94.0% | $9,244-96.5% | $4,645-93.1% |