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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 | $45,787 | $63,342-27.7% | $92,236-50.4% | $70,131-34.7% |
| Participation rate | 17.5% | 68.7%-51.2pp | 76.5%-59.0pp | 69.5%-52.0pp |
| Annual return | 11.47% | 530.15%-518.7pp | 176.29%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $856 | $2,854-70.0% | $3,897-78.0% | $3,332-74.3% |
| Admin fee / account holder | $1,300 | $3,840-66.2% | $5,194-75.0% | $4,645-72.0% |