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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 | $46,830 | $117,859-60.3% | $102,438-54.3% | $145,959-67.9% |
| Participation rate | 29.2% | 78.6%-49.4pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 6.68% | 31.72%-25.0pp | 29.37%-22.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,189 | $5,732-79.3% | $5,054-76.5% | $6,689-82.2% |
| Admin fee / account holder | $30,483 | $13,318+128.9% | $9,448+222.6% | $13,398+127.5% |