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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 | $41,709 | $85,766-51.4% | $136,298-69.4% | $70,126-40.5% |
| Participation rate | 51.4% | 74.2%-22.7pp | 81.9%-30.5pp | 69.5%-18.1pp |
| Annual return | 11.47% | 31.46%-20.0pp | 5156.27%-5144.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,258 | $5,051-75.1% | $6,247-79.9% | $3,332-62.2% |
| Admin fee / account holder | $3,289 | $5,421-39.3% | $9,244-64.4% | $4,645-29.2% |