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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 | $48,675 | $78,705-38.2% | $117,857-58.7% | $70,131-30.6% |
| Participation rate | 48.4% | 73.2%-24.8pp | 79.7%-31.3pp | 69.5%-21.2pp |
| Annual return | 11.06% | 23.30%-12.2pp | 335.09%-324.0pp | 73.14%-62.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,153 | $3,297-65.0% | $4,482-74.3% | $3,332-65.4% |
| Admin fee / account holder | $31,528 | $5,065+522.4% | $8,020+293.1% | $4,645+578.7% |