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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 | $34,147 | $85,766-60.2% | $136,297-74.9% | $70,124-51.3% |
| Participation rate | 54.1% | 74.2%-20.1pp | 81.9%-27.9pp | 69.5%-15.5pp |
| Annual return | 9.90% | 31.45%-21.6pp | 5156.19%-5146.3pp | 73.14%-63.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $711 | $5,051-85.9% | $6,247-88.6% | $3,332-78.7% |
| Admin fee / account holder | $18,317 | $5,420+237.9% | $9,244+98.2% | $4,645+294.3% |