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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 | $47,315 | $85,766-44.8% | $136,298-65.3% | $70,126-32.5% |
| Participation rate | 43.8% | 74.2%-30.4pp | 81.9%-38.2pp | 69.5%-25.8pp |
| Annual return | 13.32% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,452 | $5,051-71.2% | $6,247-76.8% | $3,332-56.4% |
| Admin fee / account holder | $472 | $5,421-91.3% | $9,244-94.9% | $4,645-89.8% |