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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 | $49,762 | $51,184-2.8% | $66,439-25.1% | $86,983-42.8% |
| Participation rate | 13.3% | 68.5%-55.2pp | 74.5%-61.2pp | 69.5%-56.2pp |
| Annual return | 8.98% | 17.07%-8.1pp | 757.66%-748.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $716 | $2,927-75.6% | $3,876-81.5% | $4,194-82.9% |
| Admin fee / account holder | $2,224 | $4,154-46.5% | $6,173-64.0% | $7,856-71.7% |