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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 | $41,107 | $47,479-13.4% | $62,929-34.7% | $82,448-50.1% |
| Participation rate | 43.8% | 66.9%-23.1pp | 73.1%-29.4pp | 68.1%-24.3pp |
| Annual return | 10.96% | 20.34%-9.4pp | 1063.93%-1053.0pp | 41.64%-30.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $807 | $2,870-71.9% | $3,888-79.2% | $4,139-80.5% |
| Admin fee / account holder | $1,591 | $3,804-58.2% | $5,065-68.6% | $7,234-78.0% |