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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 | $58,273 | $115,796-49.7% | $101,264-42.5% | $158,950-63.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 4.14% | 56.15%-52.0pp | 46.48%-42.3pp | 302.91%-298.8pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $243 | $4,958-95.1% | $4,370-94.4% | $5,983-95.9% |
| Admin fee / account holder | $32,363 | $7,247+346.6% | $5,947+444.2% | $11,248+187.7% |