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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 | $65,587 | $105,198-37.7% | $159,455-58.9% | $85,856-23.6% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.8%-31.3pp | 69.3%-17.8pp |
| Annual return | 10.45% | 45.08%-34.6pp | 263.63%-253.2pp | 318.58%-308.1pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,025 | $5,946-65.9% | $7,353-72.5% | $3,952-48.8% |
| Admin fee / account holder | $446 | $6,934-93.6% | $10,800-95.9% | $6,261-92.9% |