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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 | $40,285 | $105,200-61.7% | $159,474-74.7% | $85,847-53.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.8%-14.8pp | 69.3%-1.3pp |
| Annual return | 8.85% | 45.08%-36.2pp | 263.68%-254.8pp | 318.61%-309.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,001 | $5,946-83.2% | $7,353-86.4% | $3,952-74.7% |
| Admin fee / account holder | $34,631 | $6,934+399.4% | $10,802+220.6% | $6,261+453.1% |