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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 | $49,208 | $165,399-70.2% | $149,745-67.1% | $158,982-69.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 5.41% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,705 | $7,183-76.3% | $6,843-75.1% | $5,983-71.5% |
| Admin fee / account holder | $31,062 | $10,811+187.3% | $9,312+233.6% | $11,252+176.1% |