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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 | $42,507 | $60,454-29.7% | $81,844-48.1% | $74,459-42.9% |
| Participation rate | 4.5% | 63.0%-58.5pp | 72.4%-67.9pp | 67.2%-62.8pp |
| Annual return | 10.60% | 16.87%-6.3pp | 778.87%-768.3pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $253 | $3,398-92.6% | $4,323-94.1% | $4,350-94.2% |
| Admin fee / account holder | $1,698 | $1,490+13.9% | $7,355-76.9% | $1,945-12.7% |