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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 | $150,412-71.3% | $120,574-64.2% | $145,884-70.4% |
| Participation rate | 26.1% | 78.8%-52.7pp | 71.9%-45.9pp | 80.3%-54.2pp |
| Annual return | 4.99% | 154.50%-149.5pp | 107.42%-102.4pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $394 | $6,175-93.6% | $4,996-92.1% | $6,690-94.1% |
| Admin fee / account holder | $42,030 | $12,224+243.8% | $9,445+345.0% | $13,392+213.8% |