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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 | $72,977 | $127,790-42.9% | $106,554-31.5% | $167,553-56.4% |
| Participation rate | 38.5% | 78.3%-39.8pp | 76.1%-37.7pp | 82.1%-43.7pp |
| Annual return | 5.75% | 33.88%-28.1pp | 26.80%-21.1pp | 478.89%-473.1pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $37 | $5,088-99.3% | $4,398-99.2% | $6,343-99.4% |
| Admin fee / account holder | $28,983 | $11,231+158.1% | $7,408+291.2% | $12,316+135.3% |