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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 | $46,291 | $110,337-58.0% | $102,383-54.8% | $145,877-68.3% |
| Participation rate | 30.4% | 77.9%-47.5pp | 74.5%-44.1pp | 80.3%-49.9pp |
| Annual return | 8.62% | 24.83%-16.2pp | 24.94%-16.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,314 | $5,621-76.6% | $5,060-74.0% | $6,691-80.4% |
| Admin fee / account holder | $31,375 | $9,750+221.8% | $8,391+273.9% | $13,402+134.1% |