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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 | $102,385-47.5% | $147,080-63.5% | $80,935-33.6% |
| Participation rate | 43.2% | 75.9%-32.7pp | 82.2%-39.0pp | 67.7%-24.5pp |
| Annual return | 10.79% | 135.09%-124.3pp | 420.17%-409.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,062 | $6,651-69.0% | $8,066-74.4% | $4,299-52.0% |
| Admin fee / account holder | $7,645 | $7,951-3.9% | $12,989-41.1% | $6,924+10.4% |