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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 | $43,126 | $50,554-14.7% | $67,681-36.3% | $87,485-50.7% |
| Participation rate | 4.8% | 67.7%-63.0pp | 73.7%-69.0pp | 68.9%-64.2pp |
| Annual return | 9.24% | 17.81%-8.6pp | 590.58%-581.3pp | 26.06%-16.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $467 | $2,961-84.2% | $3,976-88.3% | $4,274-89.1% |
| Admin fee / account holder | $903 | $4,132-78.1% | $6,100-85.2% | $7,775-88.4% |