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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 | $88,137-58.1% | $164,975-77.6% | $74,429-50.4% |
| Participation rate | 53.0% | 73.1%-20.1pp | 78.6%-25.6pp | 67.2%-14.2pp |
| Annual return | 9.88% | 17.13%-7.3pp | 70.12%-60.2pp | 1368.38%-1358.5pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,429 | $4,501-68.2% | $6,033-76.3% | $4,348-67.1% |
| Admin fee / account holder | $1,505 | $2,231-32.6% | $12,688-88.1% | $1,944-22.6% |