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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 | $52,622 | $105,210-50.0% | $159,487-67.0% | $85,851-38.7% |
| Participation rate | 57.5% | 75.8%-18.3pp | 82.8%-25.3pp | 69.3%-11.8pp |
| Annual return | 11.94% | 45.08%-33.1pp | 263.71%-251.8pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,043 | $5,946-65.6% | $7,354-72.2% | $3,952-48.3% |
| Admin fee / account holder | $795 | $6,934-88.5% | $10,804-92.6% | $6,261-87.3% |