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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 | $36,230 | $98,766-63.3% | $149,730-75.8% | $79,852-54.6% |
| Participation rate | 66.3% | 75.8%-9.5pp | 82.5%-16.2pp | 69.6%-3.3pp |
| Annual return | 12.34% | 27.43%-15.1pp | 276.70%-264.4pp | 31.72%-19.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,125 | $5,681-62.6% | $6,843-68.9% | $3,740-43.2% |
| Admin fee / account holder | $4,511 | $6,052-25.5% | $9,310-51.5% | $5,306-15.0% |