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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 | $49,252 | $87,733-43.9% | $106,551-53.8% | $85,856-42.6% |
| Participation rate | 30.9% | 71.9%-41.0pp | 76.1%-45.2pp | 69.3%-38.4pp |
| Annual return | 10.11% | 21.86%-11.7pp | 26.80%-16.7pp | 318.58%-308.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,303 | $3,469-62.5% | $4,398-70.4% | $3,952-67.0% |
| Admin fee / account holder | $2,799 | $6,767-58.6% | $7,408-62.2% | $6,261-55.3% |