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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 | $35,953 | $55,457-35.2% | $77,361-53.5% | $94,015-61.8% |
| Participation rate | 2.0% | 69.8%-67.9pp | 75.0%-73.0pp | 70.8%-68.9pp |
| Annual return | 6.63% | 15.57%-8.9pp | 1011.54%-1004.9pp | 17.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,255-100.0% | $2,990-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $99 | $3,069-96.8% | $3,911-97.5% | $4,249-97.7% |
| Admin fee / account holder | $101,581 | $4,334+2243.9% | $5,894+1623.6% | $8,951+1034.8% |