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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 | $102,422-49.1% | $147,117-64.6% | $80,959-35.6% |
| Participation rate | 13.0% | 75.9%-62.9pp | 82.2%-69.2pp | 67.7%-54.7pp |
| Annual return | 9.04% | 135.16%-126.1pp | 420.54%-411.5pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,021 | $6,652-84.7% | $8,065-87.3% | $4,300-76.3% |
| Admin fee / account holder | $5,602 | $7,953-29.6% | $12,993-56.9% | $6,925-19.1% |