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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 | $40,473 | $165,381-75.5% | $149,730-73.0% | $158,966-74.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.50% | 348.29%-340.8pp | 276.70%-269.2pp | 302.95%-295.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,664 | $7,182-76.8% | $6,843-75.7% | $5,983-72.2% |
| Admin fee / account holder | $4,853 | $10,809-55.1% | $9,310-47.9% | $11,250-56.9% |