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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 | $45,201 | $166,268-72.8% | $165,100-72.6% | $145,897-69.0% |
| Participation rate | 41.7% | 82.0%-40.4pp | 78.6%-37.0pp | 80.3%-38.6pp |
| Annual return | 7.59% | 100.52%-92.9pp | 70.21%-62.6pp | 552.29%-544.7pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,576 | $6,964-77.4% | $6,035-73.9% | $6,689-76.4% |
| Admin fee / account holder | $4,070 | $16,659-75.6% | $12,696-67.9% | $13,390-69.6% |