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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 | $51,913 | $29,736+74.6% | $56,033-7.4% | $80,935-35.9% |
| Participation rate | 5.4% | 41.7%-36.3pp | 52.5%-47.1pp | 67.7%-62.3pp |
| Annual return | 9.71% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-25.9pp |
| Employer contribution / active EE | $104 | $671-84.5% | $1,041-90.0% | $2,757-96.2% |
| Participant deferral / active EE | $119 | $1,228-90.3% | $1,954-93.9% | $4,299-97.2% |
| Admin fee / account holder | $1,172 | $2,434-51.8% | $2,827-58.5% | $6,924-83.1% |