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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 | $50,065 | $93,373-46.4% | $152,473-67.2% | $85,847-41.7% |
| Participation rate | 48.2% | 70.1%-21.9pp | 78.2%-30.0pp | 69.3%-21.1pp |
| Annual return | 10.60% | 21.84%-11.2pp | 757.59%-747.0pp | 318.61%-308.0pp |
| Employer contribution / active EE | $0 | $2,996-100.0% | $4,326-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,667 | $4,550-63.4% | $5,817-71.3% | $3,952-57.8% |
| Admin fee / account holder | $9,655 | $13,853-30.3% | $15,811-38.9% | $6,261+54.2% |