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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 | $36,501 | $228,352-84.0% | $185,835-80.4% | $158,966-77.0% |
| Participation rate | 40.0% | 82.3%-42.3pp | 78.0%-38.0pp | 82.0%-42.0pp |
| Annual return | -2.38% | 40.81%-43.2pp | 35.96%-38.3pp | 302.95%-305.3pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,162 | $6,416-81.9% | $5,633-79.4% | $5,983-80.6% |
| Admin fee / account holder | $173,780 | $11,867+1364.5% | $9,502+1728.9% | $11,250+1444.7% |