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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 | $51,596 | $124,330-58.5% | $109,173-52.7% | $167,536-69.2% |
| Participation rate | 37.5% | 79.5%-42.0pp | 75.9%-38.4pp | 82.1%-44.6pp |
| Annual return | 7.56% | 26.04%-18.5pp | 25.75%-18.2pp | 478.82%-471.3pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $644 | $5,256-87.8% | $4,654-86.2% | $6,342-89.8% |
| Admin fee / account holder | $822 | $7,974-89.7% | $6,755-87.8% | $12,315-93.3% |