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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 | $32,156 | $80,812-60.2% | $160,784-80.0% | $82,448-61.0% |
| Participation rate | 15.2% | 66.2%-51.1pp | 77.0%-61.8pp | 68.1%-52.9pp |
| Annual return | 12.61% | 100.59%-88.0pp | 1803.92%-1791.3pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $572 | $4,335-86.8% | $6,293-90.9% | $4,139-86.2% |
| Admin fee / account holder | $727 | $7,695-90.6% | $9,717-92.5% | $7,234-90.0% |