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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 | $73,547 | $124,346-40.9% | $111,308-33.9% | $167,536-56.1% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 8.28% | 37.45%-29.2pp | 54.67%-46.4pp | 478.82%-470.5pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $481 | $5,182-90.7% | $4,487-89.3% | $6,342-92.4% |
| Admin fee / account holder | $1,113 | $10,621-89.5% | $7,965-86.0% | $12,315-91.0% |