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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 | $102,382-57.9% | $147,005-70.7% | $80,874-46.7% |
| Participation rate | 40.8% | 75.8%-35.1pp | 82.2%-41.4pp | 67.6%-26.9pp |
| Annual return | 11.31% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $306 | $6,646-95.4% | $8,070-96.2% | $4,297-92.9% |
| Admin fee / account holder | $3,382 | $7,942-57.4% | $13,006-74.0% | $6,935-51.2% |