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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 | $60,859 | $102,393-40.6% | $147,041-58.6% | $80,911-24.8% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 11.10% | 134.95%-123.8pp | 419.21%-408.1pp | 35.63%-24.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $938 | $6,647-85.9% | $8,071-88.4% | $4,297-78.2% |
| Admin fee / account holder | $689 | $7,943-91.3% | $13,006-94.7% | $6,935-90.1% |