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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 | $31,107 | $110,337-71.8% | $102,383-69.6% | $145,877-78.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.63% | 24.83%-20.2pp | 24.94%-20.3pp | 551.28%-546.7pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $507 | $5,621-91.0% | $5,060-90.0% | $6,691-92.4% |
| Admin fee / account holder | $35,367 | $9,750+262.7% | $8,391+321.5% | $13,402+163.9% |