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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 | $108,942-26.1% | $100,415-19.8% | $145,897-44.8% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 5.01% | 58.27%-53.3pp | 49.47%-44.5pp | 552.29%-547.3pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $562 | $8,461-93.4% | $8,091-93.1% | $6,689-91.6% |
| Admin fee / account holder | $34,268 | $9,702+253.2% | $7,906+333.4% | $13,390+155.9% |