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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 | $48,659 | $114,119-57.4% | $107,187-54.6% | $138,895-65.0% |
| Participation rate | 58.8% | 78.1%-19.3pp | 75.0%-16.2pp | 79.9%-21.1pp |
| Annual return | 8.27% | 273.21%-264.9pp | 204.55%-196.3pp | 145.39%-137.1pp |
| Employer contribution / active EE | $3,157 | $4,059-22.2% | $3,782-16.5% | $4,194-24.7% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,388 | $10,024-36.3% | $9,162-30.3% | $12,562-49.1% |