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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 | $44,453 | $52,353-15.1% | $120,225-63.0% | $82,448-46.1% |
| Participation rate | 8.0% | 58.3%-50.3pp | 69.6%-61.6pp | 68.1%-60.1pp |
| Annual return | 11.05% | 61.85%-50.8pp | 439.23%-428.2pp | 41.64%-30.6pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $472 | $2,627-82.1% | $3,999-88.2% | $4,139-88.6% |
| Admin fee / account holder | $13,765 | $4,363+215.5% | $5,696+141.6% | $7,234+90.3% |