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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 | $39,162 | $65,566-40.3% | $86,235-54.6% | $75,177-47.9% |
| Participation rate | 30.9% | 60.5%-29.6pp | 69.0%-38.1pp | 67.2%-36.3pp |
| Annual return | 11.49% | 46.07%-34.6pp | 1170.03%-1158.5pp | 160.75%-149.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $960 | $3,023-68.3% | $3,987-75.9% | $4,126-76.7% |
| Admin fee / account holder | $1,319 | $5,470-75.9% | $6,856-80.8% | $5,651-76.7% |