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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 | $53,746 | $102,422-47.5% | $147,117-63.5% | $80,959-33.6% |
| Participation rate | 43.2% | 75.9%-32.7pp | 82.2%-39.0pp | 67.7%-24.5pp |
| Annual return | 10.79% | 135.16%-124.4pp | 420.54%-409.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,062 | $6,652-69.0% | $8,065-74.4% | $4,300-52.0% |
| Admin fee / account holder | $7,645 | $7,953-3.9% | $12,993-41.2% | $6,925+10.4% |