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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 | $49,786 | $96,136-48.2% | $135,987-63.4% | $80,925-38.5% |
| Participation rate | 20.0% | 71.2%-51.2pp | 76.4%-56.4pp | 67.7%-47.7pp |
| Annual return | 9.17% | 28.70%-19.5pp | 580.01%-570.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $740 | $5,706-87.0% | $7,027-89.5% | $4,299-82.8% |
| Admin fee / account holder | $3,596 | $8,236-56.3% | $6,716-46.5% | $6,940-48.2% |