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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 | $129,737-62.5% | $119,126-59.2% | $154,746-68.6% |
| Participation rate | 58.8% | 78.9%-20.0pp | 75.8%-16.9pp | 80.7%-21.9pp |
| Annual return | 8.27% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $3,157 | $4,375-27.8% | $4,034-21.7% | $4,379-27.9% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,388 | $11,961-46.6% | $10,693-40.3% | $14,365-55.5% |