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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 | $55,446-34.9% | $155,574-76.8% | $74,429-51.5% |
| Participation rate | 36.1% | 61.9%-25.8pp | 78.2%-42.2pp | 67.2%-31.2pp |
| Annual return | 9.78% | 269.20%-259.4pp | 64.87%-55.1pp | 1368.38%-1358.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $759 | $2,836-73.2% | $5,629-86.5% | $4,348-82.5% |
| Admin fee / account holder | $7,610 | $1,743+336.6% | $15,914-52.2% | $1,944+291.4% |