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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 | $49,017 | $100,970-51.5% | $96,576-49.2% | $137,256-64.3% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 11.02% | 38.16%-27.1pp | 38.47%-27.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,650 | $8,286-80.1% | $7,956-79.3% | $6,407-74.3% |
| Admin fee / account holder | $42,412 | $11,312+274.9% | $11,381+272.7% | $12,270+245.7% |