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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 | $51,856 | $141,001-63.2% | $112,228-53.8% | $139,487-62.8% |
| Participation rate | 43.5% | 79.2%-35.7pp | 72.4%-29.0pp | 80.3%-36.9pp |
| Annual return | 8.67% | 32.75%-24.1pp | 30.23%-21.6pp | 373.84%-365.2pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,432-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,080 | $5,877-81.6% | $4,800-77.5% | $6,713-83.9% |
| Admin fee / account holder | $10,580 | $9,959+6.2% | $7,752+36.5% | $11,407-7.3% |