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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 | $53,249 | $77,157-31.0% | $108,405-50.9% | $85,851-38.0% |
| Participation rate | 48.3% | 74.7%-26.3pp | 80.1%-31.8pp | 69.3%-21.0pp |
| Annual return | 11.28% | 44.55%-33.3pp | 905.55%-894.3pp | 318.63%-307.4pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,559-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,167 | $5,567-79.0% | $6,563-82.2% | $3,952-70.5% |
| Admin fee / account holder | $7,380 | $5,174+42.7% | $7,297+1.1% | $6,261+17.9% |