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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 | $80,538 | $108,912-26.1% | $100,383-19.8% | $145,959-44.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 5.01% | 57.96%-53.0pp | 49.26%-44.3pp | 561.95%-556.9pp |
| Employer contribution / active EE | $0 | $4,423-100.0% | $3,944-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $562 | $8,451-93.3% | $8,086-93.0% | $6,689-91.6% |
| Admin fee / account holder | $34,268 | $9,690+253.6% | $7,900+333.8% | $13,398+155.8% |