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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 | $59,402-41.6% | $93,654-62.9% | $74,546-53.4% |
| Participation rate | 24.4% | 59.7%-35.3pp | 68.7%-44.3pp | 67.2%-42.8pp |
| Annual return | 10.31% | 81.86%-71.5pp | 133.34%-123.0pp | 1366.03%-1355.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,421-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $805 | $3,049-73.6% | $4,413-81.8% | $4,347-81.5% |
| Admin fee / account holder | $1,042 | $3,023-65.5% | $8,282-87.4% | $1,944-46.4% |