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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 | $88,605 | $124,351-28.7% | $109,188-18.9% | $167,553-47.1% |
| Participation rate | 44.4% | 79.4%-35.0pp | 75.9%-31.4pp | 82.1%-37.7pp |
| Annual return | 5.44% | 26.04%-20.6pp | 25.76%-20.3pp | 478.89%-473.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $722 | $5,257-86.3% | $4,654-84.5% | $6,343-88.6% |
| Admin fee / account holder | $264,614 | $7,975+3218.1% | $6,755+3817.1% | $12,316+2048.5% |