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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 | $42,577 | $29,667+43.5% | $56,441-24.6% | $80,874-47.4% |
| Participation rate | 4.4% | 41.7%-37.2pp | 52.5%-48.1pp | 67.6%-63.2pp |
| Annual return | 7.76% | 35.22%-27.5pp | 1704.21%-1696.5pp | 35.62%-27.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $218 | $1,227-82.3% | $1,953-88.9% | $4,297-94.9% |
| Admin fee / account holder | $423 | $2,429-82.6% | $2,829-85.1% | $6,935-93.9% |