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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 | $34,714 | $59,456-41.6% | $93,669-62.9% | $74,429-53.4% |
| Participation rate | 24.4% | 59.6%-35.2pp | 68.7%-44.3pp | 67.2%-42.8pp |
| Annual return | 10.31% | 82.00%-71.7pp | 133.59%-123.3pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $805 | $3,052-73.6% | $4,416-81.8% | $4,348-81.5% |
| Admin fee / account holder | $1,042 | $3,026-65.5% | $8,291-87.4% | $1,944-46.4% |