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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 | $28,964 | $59,448-51.3% | $93,696-69.1% | $74,459-61.1% |
| Participation rate | 6.7% | 59.6%-52.9pp | 68.7%-62.0pp | 67.2%-60.5pp |
| Annual return | 9.99% | 82.11%-72.1pp | 133.74%-123.8pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $490 | $3,052-84.0% | $4,417-88.9% | $4,350-88.7% |
| Admin fee / account holder | $690 | $3,027-77.2% | $8,287-91.7% | $1,945-64.5% |