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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 | $55,470-35.0% | $155,556-76.8% | $74,478-51.6% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.2pp | 67.2%-31.2pp |
| Annual return | 9.78% | 269.80%-260.0pp | 64.84%-55.1pp | 1370.56%-1360.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $759 | $2,838-73.3% | $5,631-86.5% | $4,350-82.6% |
| Admin fee / account holder | $7,610 | $1,744+336.3% | $15,885-52.1% | $1,946+291.1% |