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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 | $50,106 | $108,911-54.0% | $100,392-50.1% | $145,884-65.7% |
| Participation rate | 38.5% | 83.0%-44.5pp | 81.5%-43.0pp | 80.3%-41.8pp |
| Annual return | 8.35% | 58.23%-49.9pp | 49.45%-41.1pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,293 | $8,459-84.7% | $8,090-84.0% | $6,690-80.7% |
| Admin fee / account holder | $945 | $9,698-90.3% | $7,904-88.0% | $13,392-92.9% |