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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 | $53,909 | $85,766-37.1% | $136,297-60.4% | $70,124-23.1% |
| Participation rate | 61.8% | 74.2%-12.4pp | 81.9%-20.2pp | 69.5%-7.8pp |
| Annual return | 10.08% | 31.45%-21.4pp | 5156.19%-5146.1pp | 73.14%-63.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,001 | $5,051-80.2% | $6,247-84.0% | $3,332-70.0% |
| Admin fee / account holder | $5,596 | $5,420+3.2% | $9,244-39.5% | $4,645+20.5% |