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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 | $43,591 | $132,634-67.1% | $115,768-62.3% | $137,256-68.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 4.23% | 160.70%-156.5pp | 100.46%-96.2pp | 220.34%-216.1pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $350 | $5,619-93.8% | $4,917-92.9% | $6,407-94.5% |
| Admin fee / account holder | $7,500 | $15,028-50.1% | $12,439-39.7% | $12,270-38.9% |