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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 | $72,071-22.5% | $68,368-18.3% | $137,256-59.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 5.97% | 353.14%-347.2pp | 292.57%-286.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $380 | $2,788-86.4% | $2,649-85.7% | $4,156-90.9% |
| Participant deferral / active EE | $380 | $4,410-91.4% | $4,123-90.8% | $6,407-94.1% |
| Admin fee / account holder | $38,265 | $5,336+617.2% | $5,150+643.0% | $12,270+211.9% |