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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 | $46,288 | $85,169-45.7% | $172,755-73.2% | $72,983-36.6% |
| Participation rate | 26.5% | 70.1%-43.6pp | 82.6%-56.2pp | 69.5%-43.0pp |
| Annual return | 15.58% | 27.32%-11.7pp | 802.94%-787.4pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $843 | $3,260-74.1% | $5,198-83.8% | $3,608-76.6% |
| Admin fee / account holder | $25,030 | $5,880+325.7% | $13,955+79.4% | $5,124+388.5% |