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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 | $21,791 | $181,062-88.0% | $158,223-86.2% | $155,188-86.0% |
| Participation rate | 57.1% | 82.7%-25.5pp | 79.2%-22.1pp | 80.8%-23.7pp |
| Annual return | 0.19% | 57.39%-57.2pp | 52.09%-51.9pp | 148.84%-148.6pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,106 | $6,134-82.0% | $5,467-79.8% | $6,531-83.1% |
| Admin fee / account holder | $55,842 | $18,825+196.6% | $16,047+248.0% | $14,480+285.7% |