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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 | $117,846-60.3% | $102,434-54.3% | $145,884-67.9% |
| Participation rate | 29.2% | 78.6%-49.5pp | 76.5%-47.3pp | 80.3%-51.1pp |
| Annual return | 6.68% | 31.90%-25.2pp | 29.46%-22.8pp | 551.85%-545.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,189 | $5,733-79.3% | $5,055-76.5% | $6,690-82.2% |
| Admin fee / account holder | $30,483 | $13,356+128.2% | $9,462+222.2% | $13,392+127.6% |