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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 | $52,139 | $102,382-49.1% | $147,005-64.5% | $80,874-35.5% |
| Participation rate | 13.0% | 75.8%-62.9pp | 82.2%-69.2pp | 67.6%-54.7pp |
| Annual return | 9.04% | 134.89%-125.9pp | 418.76%-409.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,021 | $6,646-84.6% | $8,070-87.3% | $4,297-76.2% |
| Admin fee / account holder | $5,602 | $7,942-29.5% | $13,006-56.9% | $6,935-19.2% |