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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 | $43,145 | $102,422-57.9% | $147,117-70.7% | $80,959-46.7% |
| Participation rate | 40.8% | 75.9%-35.1pp | 82.2%-41.4pp | 67.7%-26.9pp |
| Annual return | 11.31% | 135.16%-123.8pp | 420.54%-409.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $306 | $6,652-95.4% | $8,065-96.2% | $4,300-92.9% |
| Admin fee / account holder | $3,382 | $7,953-57.5% | $12,993-74.0% | $6,925-51.2% |