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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 | $50,194 | $83,337-39.8% | $67,834-26.0% | $273,972-81.7% |
| Participation rate | 66.7% | 76.4%-9.8pp | 68.8%-2.1pp | 83.0%-16.3pp |
| Annual return | 1.14% | 259.45%-258.3pp | 138.47%-137.3pp | 41.46%-40.3pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $950 | $4,088-76.8% | $3,160-69.9% | $5,287-82.0% |
| Admin fee / account holder | $26,836 | $6,752+297.5% | $4,622+480.6% | $10,133+164.8% |