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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 | $56,021 | $112,915-50.4% | $90,965-38.4% | $158,950-64.8% |
| Participation rate | 29.4% | 74.7%-45.3pp | 69.0%-39.6pp | 82.0%-52.6pp |
| Annual return | 2.13% | 215.75%-213.6pp | 134.57%-132.4pp | 302.91%-300.8pp |
| Employer contribution / active EE | $0 | $2,894-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $405 | $4,128-90.2% | $3,373-88.0% | $5,983-93.2% |
| Admin fee / account holder | $1,269 | $8,044-84.2% | $5,960-78.7% | $11,248-88.7% |