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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 | $29,980 | $85,766-65.0% | $136,298-78.0% | $70,126-57.2% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 9.34% | 31.46%-22.1pp | 5156.27%-5146.9pp | 73.15%-63.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $789 | $5,051-84.4% | $6,247-87.4% | $3,332-76.3% |
| Admin fee / account holder | $8,357 | $5,421+54.2% | $9,244-9.6% | $4,645+79.9% |