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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 | $47,762 | $86,298-44.7% | $111,308-57.1% | $85,847-44.4% |
| Participation rate | 33.3% | 73.3%-40.0pp | 77.3%-44.0pp | 69.3%-36.0pp |
| Annual return | 10.28% | 19.99%-9.7pp | 54.67%-44.4pp | 318.61%-308.3pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $734 | $3,641-79.8% | $4,487-83.6% | $3,952-81.4% |
| Admin fee / account holder | $544 | $8,189-93.4% | $7,965-93.2% | $6,261-91.3% |