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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 | $35,427 | $101,653-65.1% | $147,080-75.9% | $74,459-52.4% |
| Participation rate | 28.0% | 75.6%-47.5pp | 82.2%-54.1pp | 67.2%-39.2pp |
| Annual return | 9.50% | 8754.98%-8745.5pp | 420.17%-410.7pp | 1369.70%-1360.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $882 | $7,304-87.9% | $8,066-89.1% | $4,350-79.7% |
| Admin fee / account holder | $3,765 | $1,752+115.0% | $12,989-71.0% | $1,945+93.6% |