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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 | $42,003 | $65,566-35.9% | $86,235-51.3% | $75,177-44.1% |
| Participation rate | 15.6% | 60.5%-44.9pp | 69.0%-53.3pp | 67.2%-51.6pp |
| Annual return | 10.63% | 46.07%-35.4pp | 1170.03%-1159.4pp | 160.75%-150.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,118 | $3,023-63.0% | $3,987-72.0% | $4,126-72.9% |
| Admin fee / account holder | $23,800 | $5,470+335.1% | $6,856+247.2% | $5,651+321.1% |