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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 | $154,754-62.0% | $124,206-52.6% | $138,895-57.7% |
| Participation rate | 11.1% | 75.5%-64.4pp | 69.6%-58.5pp | 79.9%-68.8pp |
| Annual return | 5.50% | 709.28%-703.8pp | 515.27%-509.8pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $138 | $4,621-97.0% | $3,968-96.5% | $6,396-97.8% |
| Admin fee / account holder | $32,382 | $6,690+384.1% | $5,929+446.2% | $12,562+157.8% |