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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 | $41,139 | $85,766-52.0% | $136,297-69.8% | $70,124-41.3% |
| Participation rate | 55.3% | 74.2%-18.9pp | 81.9%-26.7pp | 69.5%-14.3pp |
| Annual return | 13.03% | 31.45%-18.4pp | 5156.19%-5143.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,221 | $5,051-75.8% | $6,247-80.5% | $3,332-63.4% |
| Admin fee / account holder | $2,037 | $5,420-62.4% | $9,244-78.0% | $4,645-56.1% |