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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 | $35,868 | $77,416-53.7% | $69,464-48.4% | $152,897-76.5% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.6%-24.6pp | 82.5%-32.5pp |
| Annual return | 0.34% | 39.08%-38.7pp | 28.98%-28.6pp | 345.43%-345.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $599 | $4,413-86.4% | $3,536-83.1% | $5,851-89.8% |
| Admin fee / account holder | $1,474 | $6,208-76.3% | $3,840-61.6% | $11,599-87.3% |