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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 | $102,595-45.5% | $94,057-40.6% | $154,746-63.9% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 5.97% | 583.42%-577.4pp | 480.62%-474.6pp | 172.34%-166.4pp |
| Employer contribution / active EE | $380 | $3,147-87.9% | $2,933-87.0% | $4,379-91.3% |
| Participant deferral / active EE | $380 | $5,118-92.6% | $4,709-91.9% | $6,730-94.4% |
| Admin fee / account holder | $38,265 | $7,736+394.6% | $7,244+428.2% | $14,365+166.4% |