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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 | $49,642 | $63,342-21.6% | $92,235-46.2% | $70,131-29.2% |
| Participation rate | 23.1% | 68.7%-45.6pp | 76.5%-53.4pp | 69.5%-46.5pp |
| Annual return | 6.40% | 530.15%-523.8pp | 176.28%-169.9pp | 73.14%-66.7pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $517 | $2,854-81.9% | $3,897-86.7% | $3,332-84.5% |
| Admin fee / account holder | $4,072 | $3,840+6.0% | $5,194-21.6% | $4,645-12.3% |