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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 | $40,497 | $85,766-52.8% | $136,298-70.3% | $70,126-42.3% |
| Participation rate | 45.5% | 74.2%-28.7pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 5.88% | 31.46%-25.6pp | 5156.27%-5150.4pp | 73.15%-67.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,033 | $5,051-79.6% | $6,247-83.5% | $3,332-69.0% |
| Admin fee / account holder | $43,889 | $5,421+709.7% | $9,244+374.8% | $4,645+844.8% |