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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 | $44,917 | $65,566-31.5% | $86,235-47.9% | $75,177-40.3% |
| Participation rate | 2.2% | 60.5%-58.3pp | 69.0%-66.8pp | 67.2%-65.0pp |
| Annual return | 10.21% | 46.07%-35.9pp | 1170.03%-1159.8pp | 160.75%-150.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $295 | $3,023-90.2% | $3,987-92.6% | $4,126-92.8% |
| Admin fee / account holder | $1,475 | $5,470-73.0% | $6,856-78.5% | $5,651-73.9% |