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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 | $72,159 | $118,919-39.3% | $88,538-18.5% | $152,897-52.8% |
| Participation rate | 25.0% | 73.4%-48.4pp | 68.7%-43.7pp | 82.5%-57.5pp |
| Annual return | 0.83% | 47.92%-47.1pp | 43.64%-42.8pp | 345.43%-344.6pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $63 | $3,549-98.2% | $2,914-97.9% | $5,851-98.9% |
| Admin fee / account holder | $2,000 | $5,876-66.0% | $4,310-53.6% | $11,599-82.8% |