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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 | $38,119 | $115,903-67.1% | $100,528-62.1% | $158,966-76.0% |
| Participation rate | 44.4% | 81.6%-37.2pp | 79.4%-35.0pp | 82.0%-37.5pp |
| Annual return | 4.20% | 34.80%-30.6pp | 30.90%-26.7pp | 302.95%-298.8pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $50 | $6,677-99.3% | $6,271-99.2% | $5,983-99.2% |
| Admin fee / account holder | $18,183 | $11,000+65.3% | $8,084+124.9% | $11,250+61.6% |