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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 | $48,621 | $72,403-32.8% | $67,524-28.0% | $145,978-66.7% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 6.96% | 7197.23%-7190.3pp | 3519.41%-3512.5pp | 550.52%-543.6pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $586 | $4,782-87.7% | $4,001-85.4% | $6,690-91.2% |
| Admin fee / account holder | $4,035 | $5,541-27.2% | $4,001+0.9% | $13,400-69.9% |