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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 | $48,701 | $80,748-39.7% | $102,383-52.4% | $74,429-34.6% |
| Participation rate | 30.7% | 65.7%-35.0pp | 74.5%-43.8pp | 67.2%-36.5pp |
| Annual return | 7.56% | 27.57%-20.0pp | 24.94%-17.4pp | 1368.38%-1360.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $707 | $3,861-81.7% | $5,060-86.0% | $4,348-83.7% |
| Admin fee / account holder | $5,228 | $2,371+120.5% | $8,391-37.7% | $1,944+168.9% |