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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 | $59,931 | $108,922-45.0% | $100,398-40.3% | $145,978-58.9% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 7.61% | 58.04%-50.4pp | 49.32%-41.7pp | 550.52%-542.9pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,147 | $8,450-86.4% | $8,084-85.8% | $6,690-82.8% |
| Admin fee / account holder | $11,233 | $9,680+16.0% | $7,893+42.3% | $13,400-16.2% |