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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 | $31,253 | $73,397-57.4% | $178,014-82.4% | $74,546-58.1% |
| Participation rate | 34.3% | 66.6%-32.3pp | 77.1%-42.8pp | 67.2%-32.9pp |
| Annual return | 10.14% | 17.49%-7.4pp | 294.80%-284.7pp | 1366.03%-1355.9pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,539 | $4,512-65.9% | $6,276-75.5% | $4,347-64.6% |
| Admin fee / account holder | $3,610 | $1,809+99.5% | $10,362-65.2% | $1,944+85.7% |