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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 | $124,521 | $118,695+4.9% | $98,916+25.9% | $158,950-21.7% |
| Participation rate | 30.0% | 77.8%-47.8pp | 76.0%-46.0pp | 82.0%-52.0pp |
| Annual return | 2.99% | 372.39%-369.4pp | 196.45%-193.5pp | 302.91%-299.9pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $414 | $5,088-91.9% | $4,245-90.3% | $5,983-93.1% |
| Admin fee / account holder | $31,055 | $10,132+206.5% | $6,642+367.5% | $11,248+176.1% |