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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 | $35,981 | $60,454-40.5% | $81,844-56.0% | $74,459-51.7% |
| Participation rate | 13.2% | 63.0%-49.8pp | 72.4%-59.2pp | 67.2%-54.1pp |
| Annual return | 10.29% | 16.87%-6.6pp | 778.87%-768.6pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $249 | $3,398-92.7% | $4,323-94.2% | $4,350-94.3% |
| Admin fee / account holder | $7,391 | $1,490+395.9% | $7,355+0.5% | $1,945+280.0% |