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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 | $30,983 | $30,421+1.8% | $56,077-44.7% | $74,429-58.4% |
| Participation rate | 7.3% | 32.9%-25.5pp | 52.5%-45.2pp | 67.2%-59.9pp |
| Annual return | 9.43% | 24.94%-15.5pp | 1709.28%-1699.8pp | 1368.38%-1359.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $200 | $1,175-83.0% | $1,954-89.8% | $4,348-95.4% |
| Admin fee / account holder | $5,628 | $2,363+138.1% | $2,825+99.2% | $1,944+189.5% |