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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 | $96,236-48.3% | $133,698-62.8% | $80,959-38.5% |
| Participation rate | 20.0% | 71.2%-51.2pp | 76.4%-56.4pp | 67.7%-47.7pp |
| Annual return | 9.17% | 28.74%-19.6pp | 580.90%-571.7pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,218-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $740 | $5,709-87.0% | $7,016-89.5% | $4,300-82.8% |
| Admin fee / account holder | $3,596 | $8,250-56.4% | $6,703-46.4% | $6,925-48.1% |