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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 | $52,562 | $85,766-38.7% | $136,298-61.4% | $70,126-25.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 11.13% | 31.46%-20.3pp | 5156.27%-5145.1pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $890 | $5,051-82.4% | $6,247-85.8% | $3,332-73.3% |
| Admin fee / account holder | $985 | $5,421-81.8% | $9,244-89.3% | $4,645-78.8% |