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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 | $60,305-29.5% | $81,780-48.0% | $74,400-42.9% |
| Participation rate | 4.5% | 62.9%-58.4pp | 72.4%-67.9pp | 67.2%-62.7pp |
| Annual return | 10.60% | 16.89%-6.3pp | 776.27%-765.7pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $2,914-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $253 | $3,390-92.5% | $4,321-94.1% | $4,348-94.2% |
| Admin fee / account holder | $1,698 | $1,484+14.4% | $7,384-77.0% | $1,944-12.7% |