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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 | $32,543 | $106,008-69.3% | $92,240-64.7% | $147,586-77.9% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 8.21% | 50.05%-41.8pp | 176.29%-168.1pp | 578.59%-570.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $310 | $4,478-93.1% | $3,897-92.0% | $5,439-94.3% |
| Admin fee / account holder | $42,394 | $6,333+569.4% | $5,194+716.2% | $10,886+289.4% |