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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 | $48,011+3.6% | $63,803-22.0% | $82,637-39.8% |
| Participation rate | 13.3% | 66.6%-53.2pp | 72.7%-59.4pp | 68.1%-54.7pp |
| Annual return | 8.98% | 19.84%-10.9pp | 543.72%-534.7pp | 53.51%-44.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $716 | $2,846-74.9% | $3,843-81.4% | $4,126-82.7% |
| Admin fee / account holder | $2,224 | $3,873-42.6% | $5,196-57.2% | $7,339-69.7% |