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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 | $34,414 | $70,121-50.9% | $63,803-46.1% | $138,895-75.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 3.93% | 946.48%-942.5pp | 543.72%-539.8pp | 145.39%-141.5pp |
| Employer contribution / active EE | $11,812 | $2,882+309.8% | $2,532+366.4% | $4,194+181.6% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $116,785 | $6,738+1633.3% | $5,196+2147.4% | $12,562+829.7% |