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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 | $38,812 | $56,134-30.9% | $96,192-59.7% | $85,851-54.8% |
| Participation rate | 42.4% | 56.7%-14.3pp | 68.4%-26.0pp | 69.3%-26.9pp |
| Annual return | 7.95% | 42.30%-34.4pp | 192.09%-184.1pp | 318.63%-310.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $558 | $2,858-80.5% | $4,351-87.2% | $3,952-85.9% |
| Admin fee / account holder | $553 | $3,769-85.3% | $5,539-90.0% | $6,261-91.2% |