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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 | $42,857 | $80,812-47.0% | $160,784-73.3% | $82,448-48.0% |
| Participation rate | 16.1% | 66.2%-50.1pp | 77.0%-60.8pp | 68.1%-51.9pp |
| Annual return | 10.16% | 100.59%-90.4pp | 1803.92%-1793.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,000 | $4,335-76.9% | $6,293-84.1% | $4,139-75.9% |
| Admin fee / account holder | $3,424 | $7,695-55.5% | $9,717-64.8% | $7,234-52.7% |