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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 | $43,166 | $112,933-61.8% | $90,970-52.5% | $158,982-72.8% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 0.17% | 215.82%-215.6pp | 134.60%-134.4pp | 302.99%-302.8pp |
| Employer contribution / active EE | $730 | $2,893-74.8% | $2,122-65.6% | $4,763-84.7% |
| Participant deferral / active EE | $730 | $4,128-82.3% | $3,373-78.4% | $5,983-87.8% |
| Admin fee / account holder | $50,299 | $8,047+525.1% | $5,961+743.8% | $11,252+347.0% |