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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 | $42,437 | $68,097-37.7% | $62,929-32.6% | $137,256-69.1% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.0%-20.0pp |
| Annual return | 9.53% | 1859.11%-1849.6pp | 1063.93%-1054.4pp | 220.34%-210.8pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $743 | $4,553-83.7% | $3,888-80.9% | $6,407-88.4% |
| Admin fee / account holder | $1,369 | $6,521-79.0% | $5,065-73.0% | $12,270-88.8% |