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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 | $150,435-71.3% | $120,580-64.2% | $145,897-70.4% |
| Participation rate | 26.1% | 78.8%-52.7pp | 72.0%-45.9pp | 80.3%-54.2pp |
| Annual return | 4.99% | 154.60%-149.6pp | 107.48%-102.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $6,174-93.6% | $4,995-92.1% | $6,689-94.1% |
| Admin fee / account holder | $42,030 | $12,182+245.0% | $9,418+346.3% | $13,390+213.9% |