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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 | $44,936 | $85,766-47.6% | $136,298-67.0% | $70,126-35.9% |
| Participation rate | 32.9% | 74.2%-41.3pp | 81.9%-49.1pp | 69.5%-36.7pp |
| Annual return | 10.87% | 31.46%-20.6pp | 5156.27%-5145.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,558 | $5,051-69.2% | $6,247-75.1% | $3,332-53.2% |
| Admin fee / account holder | $3,642 | $5,421-32.8% | $9,244-60.6% | $4,645-21.6% |