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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 | $33,240 | $100,938-67.1% | $90,461-63.3% | $158,982-79.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 3.70% | 1727.20%-1723.5pp | 1294.76%-1291.1pp | 302.99%-299.3pp |
| Employer contribution / active EE | $2,450 | $3,691-33.6% | $3,264-25.0% | $4,763-48.6% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $69,990 | $6,510+975.2% | $5,617+1146.1% | $11,252+522.0% |