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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 | $40,123 | $106,905-62.5% | $84,020-52.2% | $152,885-73.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 69.0%-29.0pp | 82.5%-42.5pp |
| Annual return | 5.83% | 105.00%-99.2pp | 71.31%-65.5pp | 345.39%-339.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $520 | $4,012-87.0% | $3,239-83.9% | $5,851-91.1% |
| Admin fee / account holder | $112,701 | $8,287+1260.0% | $6,101+1747.2% | $11,598+871.7% |