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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 | $57,609 | $117,904-51.1% | $102,457-43.8% | $145,978-60.5% |
| Participation rate | 44.4% | 78.6%-34.2pp | 76.5%-32.0pp | 80.3%-35.8pp |
| Annual return | 4.05% | 31.80%-27.7pp | 29.41%-25.4pp | 550.52%-546.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $79 | $5,733-98.6% | $5,054-98.4% | $6,690-98.8% |
| Admin fee / account holder | $65,053 | $13,329+388.0% | $9,451+588.3% | $13,400+385.5% |