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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 | $55,881 | $114,013-51.0% | $103,693-46.1% | $155,188-64.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.3pp | 80.8%-47.5pp |
| Annual return | 5.97% | 49.31%-43.3pp | 47.61%-41.6pp | 148.84%-142.9pp |
| Employer contribution / active EE | $380 | $3,131-87.9% | $2,920-87.0% | $4,248-91.1% |
| Participant deferral / active EE | $380 | $4,970-92.4% | $4,579-91.7% | $6,531-94.2% |
| Admin fee / account holder | $38,265 | $8,407+355.2% | $7,858+387.0% | $14,480+164.3% |