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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 | $43,840 | $209,336-79.1% | $197,124-77.8% | $137,256-68.1% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 0.30% | 48.09%-47.8pp | 44.34%-44.0pp | 220.34%-220.0pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,476 | $9,614-74.2% | $9,135-72.9% | $6,407-61.3% |
| Admin fee / account holder | $123,431 | $17,308+613.2% | $16,298+657.3% | $12,270+905.9% |