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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 | $42,339 | $100,060-57.7% | $149,721-71.7% | $70,126-39.6% |
| Participation rate | 33.7% | 83.6%-49.8pp | 87.1%-53.3pp | 69.5%-35.8pp |
| Annual return | 12.90% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,830 | $4,982-63.3% | $6,568-72.1% | $3,332-45.1% |
| Admin fee / account holder | $2,960 | $8,285-64.3% | $11,282-73.8% | $4,645-36.3% |