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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 | $47,554 | $78,607-39.5% | $105,624-55.0% | $74,478-36.2% |
| Participation rate | 14.0% | 72.8%-58.8pp | 75.3%-61.3pp | 67.2%-53.2pp |
| Annual return | 10.00% | 15.96%-6.0pp | 116.20%-106.2pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $637 | $4,325-85.3% | $5,013-87.3% | $4,350-85.4% |
| Admin fee / account holder | $593 | $2,220-73.3% | $10,961-94.6% | $1,946-69.5% |