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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 | $54,853 | $65,434-16.2% | $98,483-44.3% | $85,847-36.1% |
| Participation rate | 14.3% | 65.0%-50.7pp | 73.3%-59.1pp | 69.3%-55.0pp |
| Annual return | 3.41% | 21.75%-18.3pp | 1494.38%-1491.0pp | 318.61%-315.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $241 | $3,168-92.4% | $4,276-94.4% | $3,952-93.9% |
| Admin fee / account holder | $3,300 | $4,595-28.2% | $5,953-44.6% | $6,261-47.3% |