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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 | $223,823-80.4% | $211,142-79.2% | $154,746-71.7% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 0.30% | 50.39%-50.1pp | 46.84%-46.5pp | 172.34%-172.0pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,476 | $9,750-74.6% | $9,284-73.3% | $6,730-63.2% |
| Admin fee / account holder | $123,431 | $19,707+526.3% | $19,076+547.1% | $14,365+759.2% |