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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 | $29,271 | $45,126-35.1% | $85,187-65.6% | $74,459-60.7% |
| Participation rate | 1.3% | 49.4%-48.0pp | 67.5%-66.2pp | 67.2%-65.9pp |
| Annual return | 8.31% | 26.30%-18.0pp | 66.67%-58.4pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $224 | $2,738-91.8% | $4,525-95.1% | $4,350-94.9% |
| Admin fee / account holder | $929 | $2,212-58.0% | $6,162-84.9% | $1,945-52.2% |