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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 | $45,182 | $47,479-4.8% | $62,929-28.2% | $82,448-45.2% |
| Participation rate | 36.7% | 66.9%-30.2pp | 73.1%-36.4pp | 68.1%-31.4pp |
| Annual return | 10.32% | 20.34%-10.0pp | 1063.93%-1053.6pp | 41.64%-31.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $597 | $2,870-79.2% | $3,888-84.6% | $4,139-85.6% |
| Admin fee / account holder | $8,111 | $3,804+113.2% | $5,065+60.1% | $7,234+12.1% |