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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 | $49,929 | $79,045-36.8% | $100,378-50.3% | $74,429-32.9% |
| Participation rate | 29.3% | 79.4%-50.1pp | 81.5%-52.2pp | 67.2%-37.9pp |
| Annual return | 12.20% | 20.61%-8.4pp | 49.41%-37.2pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,942-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,080 | $7,751-86.1% | $8,087-86.6% | $4,348-75.2% |
| Admin fee / account holder | $3,212 | $1,335+140.7% | $7,899-59.3% | $1,944+65.2% |