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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 | $58,822 | $149,040-60.5% | $120,225-51.1% | $137,256-57.1% |
| Participation rate | 11.1% | 75.4%-64.3pp | 69.6%-58.5pp | 80.0%-68.8pp |
| Annual return | 5.50% | 605.68%-600.2pp | 439.23%-433.7pp | 220.34%-214.8pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $138 | $4,655-97.0% | $3,999-96.6% | $6,407-97.9% |
| Admin fee / account holder | $32,382 | $6,348+410.1% | $5,696+468.5% | $12,270+163.9% |