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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 | $44,895 | $54,729-18.0% | $86,235-47.9% | $71,529-37.2% |
| Participation rate | 10.9% | 60.1%-49.2pp | 69.0%-58.0pp | 67.9%-57.0pp |
| Annual return | 13.14% | 20.07%-6.9pp | 1170.03%-1156.9pp | 28.97%-15.8pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $972 | $3,110-68.8% | $3,987-75.6% | $4,291-77.4% |
| Admin fee / account holder | $3,439 | $1,921+79.0% | $6,856-49.8% | $1,588+116.5% |