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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 | $72,465-32.9% | $67,575-28.0% | $145,884-66.7% |
| Participation rate | 65.0% | 76.9%-11.9pp | 72.9%-7.9pp | 80.3%-15.3pp |
| Annual return | 6.96% | 7222.56%-7215.6pp | 3528.98%-3522.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $586 | $4,786-87.8% | $4,003-85.4% | $6,690-91.2% |
| Admin fee / account holder | $4,035 | $5,515-26.8% | $3,993+1.0% | $13,392-69.9% |