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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 | $37,990 | $112,131-66.1% | $95,964-60.4% | $158,982-76.1% |
| Participation rate | 54.5% | 79.0%-24.4pp | 77.1%-22.5pp | 82.0%-27.4pp |
| Annual return | 0.27% | 171.19%-170.9pp | 91.64%-91.4pp | 302.99%-302.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $975 | $4,784-79.6% | $4,167-76.6% | $5,983-83.7% |
| Admin fee / account holder | $4,314 | $10,136-57.4% | $6,797-36.5% | $11,252-61.7% |