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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 | $72,732 | $96,388-24.5% | $80,627-9.8% | $139,466-47.8% |
| Participation rate | 35.3% | 73.6%-38.3pp | 67.0%-31.7pp | 80.3%-45.0pp |
| Annual return | 0.38% | 1352.08%-1351.7pp | 936.76%-936.4pp | 373.66%-373.3pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $385 | $5,224-92.6% | $4,443-91.3% | $6,712-94.3% |
| Admin fee / account holder | $2,674 | $6,603-59.5% | $5,381-50.3% | $11,409-76.6% |