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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 | $49,208 | $165,351-70.2% | $149,710-67.1% | $158,931-69.0% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 5.41% | 348.19%-342.8pp | 276.63%-271.2pp | 302.86%-297.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,705 | $7,181-76.3% | $6,842-75.1% | $5,982-71.5% |
| Admin fee / account holder | $31,062 | $10,807+187.4% | $9,309+233.7% | $11,247+176.2% |