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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 | $49,049 | $63,346-22.6% | $92,240-46.8% | $70,126-30.1% |
| Participation rate | 34.9% | 68.7%-33.8pp | 76.5%-41.6pp | 69.5%-34.7pp |
| Annual return | 5.24% | 530.19%-525.0pp | 176.29%-171.1pp | 73.15%-67.9pp |
| Employer contribution / active EE | $4,637 | $2,471+87.7% | $3,680+26.0% | $2,343+98.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,372 | $3,841+39.9% | $5,194+3.4% | $4,645+15.6% |