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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 | $44,454 | $79,181-43.9% | $102,423-56.6% | $74,429-40.3% |
| Participation rate | 15.0% | 74.8%-59.7pp | 76.5%-61.5pp | 67.2%-52.2pp |
| Annual return | 6.35% | 54.97%-48.6pp | 29.42%-23.1pp | 1368.38%-1362.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $606 | $4,416-86.3% | $5,054-88.0% | $4,348-86.1% |
| Admin fee / account holder | $33,772 | $2,002+1587.1% | $9,455+257.2% | $1,944+1637.0% |