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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 | $33,554 | $102,595-67.3% | $94,057-64.3% | $154,746-78.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 1.02% | 583.42%-582.4pp | 480.62%-479.6pp | 172.34%-171.3pp |
| Employer contribution / active EE | $1,124 | $3,147-64.3% | $2,933-61.7% | $4,379-74.3% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $211,650 | $7,736+2635.9% | $7,244+2821.5% | $14,365+1373.3% |