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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 | $50,045 | $112,121-55.4% | $95,960-47.8% | $158,966-68.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 3.41% | 171.16%-167.8pp | 91.63%-88.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $854 | $4,784-82.1% | $4,167-79.5% | $5,983-85.7% |
| Admin fee / account holder | $23,753 | $10,135+134.4% | $6,797+249.5% | $11,250+111.1% |