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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 | $39,444 | $63,346-37.7% | $92,240-57.2% | $70,126-43.8% |
| Participation rate | 25.5% | 68.7%-43.2pp | 76.5%-51.0pp | 69.5%-44.1pp |
| Annual return | 10.31% | 530.19%-519.9pp | 176.29%-166.0pp | 73.15%-62.8pp |
| Employer contribution / active EE | $1,244 | $2,471-49.7% | $3,680-66.2% | $2,343-46.9% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,575 | $3,841+279.5% | $5,194+180.6% | $4,645+213.7% |