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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 | $108,882-68.8% | $96,754-64.9% | $154,746-78.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 5.43% | 98.39%-93.0pp | 82.04%-76.6pp | 172.34%-166.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $325 | $5,323-93.9% | $4,758-93.2% | $6,730-95.2% |
| Admin fee / account holder | $34,953 | $10,200+242.7% | $8,905+292.5% | $14,365+143.3% |