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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 | $32,250 | $85,171-62.1% | $172,753-81.3% | $72,976-55.8% |
| Participation rate | 53.0% | 70.1%-17.1pp | 82.6%-29.6pp | 69.5%-16.5pp |
| Annual return | 15.82% | 27.32%-11.5pp | 803.00%-787.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $1,079 | $3,324-67.5% | $5,144-79.0% | $2,440-55.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,942 | $5,880-67.0% | $13,956-86.1% | $5,124-62.1% |