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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 | $32,424 | $60,139-46.1% | $90,461-64.2% | $79,856-59.4% |
| Participation rate | 30.4% | 65.0%-34.6pp | 72.7%-42.3pp | 69.6%-39.3pp |
| Annual return | 3.81% | 71.96%-68.2pp | 1294.76%-1291.0pp | 31.71%-27.9pp |
| Employer contribution / active EE | $234 | $2,069-88.7% | $3,264-92.8% | $2,471-90.5% |
| Participant deferral / active EE | $475 | $2,939-83.8% | $3,964-88.0% | $3,741-87.3% |
| Admin fee / account holder | $396 | $3,978-90.1% | $5,617-93.0% | $5,306-92.5% |