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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 | $34,963 | $79,189-55.8% | $102,457-65.9% | $74,400-53.0% |
| Participation rate | 55.5% | 74.8%-19.3pp | 76.5%-21.0pp | 67.2%-11.8pp |
| Annual return | 9.99% | 54.98%-45.0pp | 29.41%-19.4pp | 1367.51%-1357.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,886 | $4,415-57.3% | $5,054-62.7% | $4,348-56.6% |
| Admin fee / account holder | $704 | $2,002-64.9% | $9,451-92.6% | $1,944-63.8% |