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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 | $44,146 | $112,729-60.8% | $98,716-55.3% | $137,256-67.8% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 5.34% | 38.48%-33.1pp | 31.81%-26.5pp | 220.34%-215.0pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $696 | $4,640-85.0% | $4,048-82.8% | $6,407-89.1% |
| Admin fee / account holder | $110,976 | $10,129+995.7% | $8,703+1175.2% | $12,270+804.4% |