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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 | $52,506 | $63,346-17.1% | $92,240-43.1% | $70,126-25.1% |
| Participation rate | 10.0% | 68.7%-58.7pp | 76.5%-66.5pp | 69.5%-59.5pp |
| Annual return | 11.21% | 530.19%-519.0pp | 176.29%-165.1pp | 73.15%-61.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $861 | $2,854-69.8% | $3,897-77.9% | $3,332-74.2% |
| Admin fee / account holder | $2,992 | $3,841-22.1% | $5,194-42.4% | $4,645-35.6% |