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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 | $40,301 | $79,223-49.1% | $102,460-60.7% | $74,478-45.9% |
| Participation rate | 13.5% | 74.8%-61.2pp | 76.5%-63.0pp | 67.2%-53.7pp |
| Annual return | 7.97% | 54.98%-47.0pp | 29.47%-21.5pp | 1370.56%-1362.6pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $623 | $4,417-85.9% | $5,056-87.7% | $4,350-85.7% |
| Admin fee / account holder | $1,833 | $2,003-8.5% | $9,460-80.6% | $1,946-5.8% |