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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 | $44,319 | $112,112-60.5% | $95,956-53.8% | $158,950-72.1% |
| Participation rate | 42.9% | 79.0%-36.1pp | 77.1%-34.2pp | 82.0%-39.1pp |
| Annual return | 4.42% | 171.15%-166.7pp | 91.63%-87.2pp | 302.91%-298.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,069 | $4,784-77.6% | $4,167-74.3% | $5,983-82.1% |
| Admin fee / account holder | $44,450 | $10,134+338.6% | $6,797+554.0% | $11,248+295.2% |