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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 | $39,741 | $88,754-55.2% | $81,820-51.4% | $145,877-72.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.73% | 1031.77%-1023.0pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,470 | $3,085-52.4% | $2,915-49.6% | $4,663-68.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $492 | $8,424-94.2% | $7,391-93.3% | $13,402-96.3% |