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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 | $39,312 | $34,316+14.6% | $74,722-47.4% | $72,975-46.1% |
| Participation rate | 11.9% | 42.4%-30.5pp | 54.5%-42.6pp | 69.5%-57.6pp |
| Annual return | 13.00% | 26.58%-13.6pp | 753.11%-740.1pp | 81.01%-68.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $286 | $1,272-77.5% | $1,963-85.4% | $3,608-92.1% |
| Admin fee / account holder | $1,029 | $2,125-51.6% | $3,335-69.1% | $5,124-79.9% |