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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 | $36,937 | $88,203-58.1% | $165,100-77.6% | $74,478-50.4% |
| Participation rate | 53.0% | 73.1%-20.1pp | 78.6%-25.6pp | 67.2%-14.2pp |
| Annual return | 9.88% | 17.13%-7.3pp | 70.21%-60.3pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $0 | $2,601-100.0% | $4,348-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,429 | $4,505-68.3% | $6,035-76.3% | $4,350-67.1% |
| Admin fee / account holder | $1,505 | $2,235-32.7% | $12,696-88.1% | $1,946-22.7% |