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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 | $43,207 | $150,346-71.3% | $120,524-64.2% | $145,877-70.4% |
| Participation rate | 26.1% | 78.8%-52.7pp | 71.9%-45.8pp | 80.3%-54.2pp |
| Annual return | 4.99% | 154.40%-149.4pp | 107.36%-102.4pp | 551.28%-546.3pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $6,172-93.6% | $4,994-92.1% | $6,691-94.1% |
| Admin fee / account holder | $42,030 | $12,215+244.1% | $9,440+345.2% | $13,402+213.6% |