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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 | $32,504 | $98,240-66.9% | $82,312-60.5% | $147,586-78.0% |
| Participation rate | 31.3% | 79.7%-48.5pp | 76.9%-45.6pp | 82.8%-51.6pp |
| Annual return | 1.21% | 30.85%-29.6pp | 25.88%-24.7pp | 578.59%-577.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $493 | $4,383-88.8% | $3,706-86.7% | $5,439-90.9% |
| Admin fee / account holder | $48,087 | $8,563+461.6% | $5,608+757.5% | $10,886+341.7% |