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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 | $47,416 | $78,707-39.8% | $117,861-59.8% | $70,126-32.4% |
| Participation rate | 42.9% | 73.2%-30.3pp | 79.7%-36.8pp | 69.5%-26.7pp |
| Annual return | 11.91% | 23.30%-11.4pp | 335.11%-323.2pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,188 | $3,297-64.0% | $4,482-73.5% | $3,332-64.3% |
| Admin fee / account holder | $12,678 | $5,066+150.3% | $8,021+58.1% | $4,645+172.9% |