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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 | $21,829 | $96,524-77.4% | $75,900-71.2% | $152,909-85.7% |
| Participation rate | 44.4% | 76.2%-31.7pp | 69.3%-24.8pp | 82.5%-38.0pp |
| Annual return | 3.47% | 33.93%-30.5pp | 30.73%-27.3pp | 345.46%-342.0pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $253 | $4,554-94.4% | $3,604-93.0% | $5,851-95.7% |
| Admin fee / account holder | $28,060 | $8,082+247.2% | $5,421+417.6% | $11,601+141.9% |