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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 | $108,897-54.0% | $100,378-50.1% | $145,877-65.7% |
| Participation rate | 38.5% | 83.0%-44.5pp | 81.5%-43.0pp | 80.3%-41.8pp |
| Annual return | 8.35% | 58.17%-49.8pp | 49.41%-41.1pp | 551.28%-542.9pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,293 | $8,455-84.7% | $8,087-84.0% | $6,691-80.7% |
| Admin fee / account holder | $945 | $9,690-90.2% | $7,899-88.0% | $13,402-92.9% |