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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 | $52,080 | $125,190-58.4% | $105,624-50.7% | $145,897-64.3% |
| Participation rate | 15.8% | 77.6%-61.8pp | 75.3%-59.5pp | 80.3%-64.5pp |
| Annual return | 6.53% | 225.22%-218.7pp | 116.20%-109.7pp | 552.29%-545.8pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,168-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $521 | $5,716-90.9% | $5,013-89.6% | $6,689-92.2% |
| Admin fee / account holder | $20,475 | $17,138+19.5% | $10,961+86.8% | $13,390+52.9% |