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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 | $55,045 | $59,006-6.7% | $97,260-43.4% | $74,459-26.1% |
| Participation rate | 34.0% | 63.7%-29.7pp | 72.7%-38.6pp | 67.2%-33.2pp |
| Annual return | 9.43% | 16.04%-6.6pp | 75.54%-66.1pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,721-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $801 | $3,671-78.2% | $4,262-81.2% | $4,350-81.6% |
| Admin fee / account holder | $6,163 | $1,974+212.2% | $5,640+9.3% | $1,945+216.9% |