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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 | $39,941 | $98,240-59.3% | $82,312-51.5% | $147,586-72.9% |
| Participation rate | 15.4% | 79.7%-64.3pp | 76.9%-61.5pp | 82.8%-67.4pp |
| Annual return | 8.63% | 30.85%-22.2pp | 25.88%-17.2pp | 578.59%-570.0pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $848 | $4,383-80.7% | $3,706-77.1% | $5,439-84.4% |
| Admin fee / account holder | $738 | $8,563-91.4% | $5,608-86.8% | $10,886-93.2% |