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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 | $117,895-60.3% | $102,460-54.3% | $145,897-67.9% |
| Participation rate | 29.2% | 78.6%-49.5pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 6.68% | 31.92%-25.2pp | 29.47%-22.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,189 | $5,736-79.3% | $5,056-76.5% | $6,689-82.2% |
| Admin fee / account holder | $30,483 | $13,353+128.3% | $9,460+222.2% | $13,390+127.6% |