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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 | $40,243 | $79,223-49.2% | $102,460-60.7% | $74,478-46.0% |
| Participation rate | 19.3% | 74.8%-55.4pp | 76.5%-57.2pp | 67.2%-47.9pp |
| Annual return | 11.14% | 54.98%-43.8pp | 29.47%-18.3pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $551 | $4,417-87.5% | $5,056-89.1% | $4,350-87.3% |
| Admin fee / account holder | $11,505 | $2,003+474.3% | $9,460+21.6% | $1,946+491.2% |