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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 | $58,975 | $30,147+95.6% | $58,561+0.7% | $80,157-26.4% |
| Participation rate | 2.1% | 34.4%-32.3pp | 50.9%-48.8pp | 72.9%-70.9pp |
| Annual return | 15.22% | 21.97%-6.7pp | 4251.33%-4236.1pp | 40.39%-25.2pp |
| Employer contribution / active EE | $0 | $528-100.0% | $1,053-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $62 | $1,249-95.1% | $1,923-96.8% | $5,015-98.8% |
| Admin fee / account holder | $771 | $195+296.1% | $2,520-69.4% | $145+431.8% |