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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 | $42,243 | $77,638-45.6% | $156,551-73.0% | $62,881-32.8% |
| Participation rate | 7.1% | 71.2%-64.1pp | 84.0%-76.9pp | 69.3%-62.2pp |
| Annual return | 3.31% | 50.33%-47.0pp | 32.23%-28.9pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $92 | $3,046-97.0% | $4,871-98.1% | $3,203-97.1% |
| Admin fee / account holder | $27,585 | $5,561+396.0% | $13,028+111.7% | $4,296+542.1% |