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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 | $33,934 | $97,125-65.1% | $86,233-60.6% | $137,256-75.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 5.43% | 74.19%-68.8pp | 61.39%-56.0pp | 220.34%-214.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $325 | $5,180-93.7% | $4,559-92.9% | $6,407-94.9% |
| Admin fee / account holder | $34,953 | $9,725+259.4% | $8,342+319.0% | $12,270+184.9% |