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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 | $42,963 | $102,382-58.0% | $147,005-70.8% | $80,874-46.9% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.2%-44.2pp | 67.6%-29.7pp |
| Annual return | 10.95% | 134.89%-123.9pp | 418.76%-407.8pp | 35.62%-24.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,202 | $6,646-81.9% | $8,070-85.1% | $4,297-72.0% |
| Admin fee / account holder | $554 | $7,942-93.0% | $13,006-95.7% | $6,935-92.0% |