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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 | $45,038 | $30,423+48.0% | $56,025-19.6% | $74,478-39.5% |
| Participation rate | 3.9% | 32.9%-29.0pp | 52.5%-48.6pp | 67.2%-63.3pp |
| Annual return | 9.25% | 24.97%-15.7pp | 1712.69%-1703.4pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $63 | $1,176-94.7% | $1,955-96.8% | $4,350-98.6% |
| Admin fee / account holder | $1,554 | $2,363-34.2% | $2,828-45.0% | $1,946-20.1% |