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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 | $28,077 | $85,766-67.3% | $136,297-79.4% | $70,124-60.0% |
| Participation rate | 49.5% | 74.2%-24.7pp | 81.9%-32.4pp | 69.5%-20.1pp |
| Annual return | 14.04% | 31.45%-17.4pp | 5156.19%-5142.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,827 | $5,051-63.8% | $6,247-70.8% | $3,332-45.2% |
| Admin fee / account holder | $1,420 | $5,420-73.8% | $9,244-84.6% | $4,645-69.4% |