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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 | $39,166 | $85,766-54.3% | $136,298-71.3% | $70,126-44.1% |
| Participation rate | 48.8% | 74.2%-25.4pp | 81.9%-33.1pp | 69.5%-20.8pp |
| Annual return | 12.42% | 31.46%-19.0pp | 5156.27%-5143.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $815 | $5,051-83.9% | $6,247-87.0% | $3,332-75.5% |
| Admin fee / account holder | $1,632 | $5,421-69.9% | $9,244-82.3% | $4,645-64.9% |