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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 | $51,951 | $93,589-44.5% | $135,942-61.8% | $75,181-30.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 81.9%-48.6pp | 67.2%-33.9pp |
| Annual return | 13.43% | 30.90%-17.5pp | 68.28%-54.8pp | 160.69%-147.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,164 | $6,405-81.8% | $7,759-85.0% | $4,126-71.8% |
| Admin fee / account holder | $5,339 | $6,977-23.5% | $10,764-50.4% | $5,650-5.5% |