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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 | $47,414 | $98,240-51.7% | $82,312-42.4% | $147,586-67.9% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 5.35% | 30.85%-25.5pp | 25.88%-20.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $569 | $4,383-87.0% | $3,706-84.6% | $5,439-89.5% |
| Admin fee / account holder | $18,527 | $8,563+116.4% | $5,608+230.4% | $10,886+70.2% |