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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 | $48,398 | $117,859-58.9% | $102,438-52.8% | $145,959-66.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 6.51% | 31.72%-25.2pp | 29.37%-22.9pp | 561.95%-555.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $971 | $5,732-83.1% | $5,054-80.8% | $6,689-85.5% |
| Admin fee / account holder | $8,390 | $13,318-37.0% | $9,448-11.2% | $13,398-37.4% |