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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 | $29,742 | $201,370-85.2% | $184,256-83.9% | $145,897-79.6% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | -11.25% | 29.05%-40.3pp | 28.85%-40.1pp | 552.29%-563.5pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,153 | $9,808-88.2% | $9,133-87.4% | $6,689-82.8% |
| Admin fee / account holder | $105,419 | $16,364+544.2% | $13,899+658.4% | $13,390+687.3% |