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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 | $40,307 | $85,171-52.7% | $172,752-76.7% | $72,975-44.8% |
| Participation rate | 10.0% | 70.1%-60.1pp | 82.6%-72.6pp | 69.5%-59.5pp |
| Annual return | 1.99% | 27.32%-25.3pp | 802.97%-801.0pp | 81.01%-79.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $137 | $3,260-95.8% | $5,198-97.4% | $3,608-96.2% |
| Admin fee / account holder | $21,750 | $5,880+269.9% | $13,955+55.9% | $5,124+324.5% |