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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 | $28,417 | $115,814-75.5% | $101,275-71.9% | $158,982-82.1% |
| Participation rate | 27.8% | 79.4%-51.6pp | 75.8%-48.0pp | 82.0%-54.2pp |
| Annual return | 4.28% | 56.16%-51.9pp | 46.48%-42.2pp | 302.99%-298.7pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,660-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $330 | $4,958-93.3% | $4,371-92.5% | $5,983-94.5% |
| Admin fee / account holder | $43,509 | $7,249+500.2% | $5,948+631.5% | $11,252+286.7% |