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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 | $50,659 | $157,304-67.8% | $141,197-64.1% | $152,909-66.9% |
| Participation rate | 41.7% | 84.8%-43.2pp | 82.5%-40.8pp | 82.5%-40.8pp |
| Annual return | 13.57% | 64.34%-50.8pp | 71.41%-57.8pp | 345.46%-331.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,674 | $7,111-76.5% | $6,710-75.1% | $5,851-71.4% |
| Admin fee / account holder | $1,738 | $12,126-85.7% | $10,265-83.1% | $11,601-85.0% |