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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 | $48,561 | $124,324-60.9% | $111,303-56.4% | $167,497-71.0% |
| Participation rate | 41.7% | 79.6%-38.0pp | 77.3%-35.6pp | 82.1%-40.4pp |
| Annual return | 6.06% | 37.44%-31.4pp | 54.66%-48.6pp | 478.62%-472.6pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $917 | $5,181-82.3% | $4,488-79.6% | $6,341-85.5% |
| Admin fee / account holder | $1,399 | $10,620-86.8% | $7,965-82.4% | $12,310-88.6% |