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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 | $29,716+43.3% | $56,077-24.1% | $80,925-47.4% |
| Participation rate | 4.4% | 41.7%-37.3pp | 52.5%-48.1pp | 67.7%-63.2pp |
| Annual return | 7.76% | 35.30%-27.5pp | 1709.28%-1701.5pp | 35.65%-27.9pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $218 | $1,228-82.3% | $1,954-88.9% | $4,299-94.9% |
| Admin fee / account holder | $423 | $2,432-82.6% | $2,825-85.0% | $6,940-93.9% |