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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 | $38,668 | $89,370-56.7% | $141,197-72.6% | $72,976-47.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.5%-32.5pp | 69.5%-19.5pp |
| Annual return | 14.17% | 111.88%-97.7pp | 71.41%-57.2pp | 81.02%-66.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,772 | $5,419-67.3% | $6,710-73.6% | $3,608-50.9% |
| Admin fee / account holder | $4,719 | $5,957-20.8% | $10,265-54.0% | $5,124-7.9% |