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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 | $36,077 | $55,472-35.0% | $155,567-76.8% | $74,546-51.6% |
| Participation rate | 36.1% | 61.9%-25.9pp | 78.2%-42.1pp | 67.2%-31.2pp |
| Annual return | 9.78% | 268.72%-258.9pp | 64.74%-55.0pp | 1366.03%-1356.2pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $759 | $2,838-73.2% | $5,628-86.5% | $4,347-82.5% |
| Admin fee / account holder | $7,610 | $1,743+336.7% | $15,916-52.2% | $1,944+291.6% |