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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 | $35,036 | $63,346-44.7% | $92,240-62.0% | $70,126-50.0% |
| Participation rate | 46.4% | 68.7%-22.2pp | 76.5%-30.1pp | 69.5%-23.1pp |
| Annual return | 12.09% | 530.19%-518.1pp | 176.29%-164.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $500 | $2,854-82.5% | $3,897-87.2% | $3,332-85.0% |
| Admin fee / account holder | $11,862 | $3,841+208.8% | $5,194+128.4% | $4,645+155.3% |