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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 | $37,098 | $85,766-56.7% | $136,298-72.8% | $70,126-47.1% |
| Participation rate | 52.3% | 74.2%-21.9pp | 81.9%-29.6pp | 69.5%-17.3pp |
| Annual return | 12.14% | 31.46%-19.3pp | 5156.27%-5144.1pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,727 | $5,051-65.8% | $6,247-72.4% | $3,332-48.2% |
| Admin fee / account holder | $449 | $5,421-91.7% | $9,244-95.1% | $4,645-90.3% |