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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 | $49,655 | $54,573-9.0% | $90,970-45.4% | $73,497-32.4% |
| Participation rate | 15.8% | 61.2%-45.4pp | 69.0%-53.2pp | 70.7%-54.9pp |
| Annual return | 9.97% | 16.69%-6.7pp | 134.60%-124.6pp | 28.51%-18.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $432 | $2,517-82.8% | $3,373-87.2% | $3,740-88.4% |
| Admin fee / account holder | $5,929 | $521+1037.1% | $5,961-0.5% | $513+1055.7% |