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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 | $56,975 | $175,231-67.5% | $149,696-61.9% | $139,466-59.1% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 10.31% | 166.77%-156.5pp | 134.46%-124.1pp | 373.66%-363.3pp |
| Employer contribution / active EE | $2,809 | $5,478-48.7% | $4,821-41.7% | $4,754-40.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $45,634 | $16,155+182.5% | $13,212+245.4% | $11,409+300.0% |