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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 | $36,745 | $54,717-32.8% | $86,216-57.4% | $71,511-48.6% |
| Participation rate | 4.7% | 60.1%-55.4pp | 69.0%-64.3pp | 67.9%-63.3pp |
| Annual return | 11.74% | 20.07%-8.3pp | 1169.42%-1157.7pp | 28.86%-17.1pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,382-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $719 | $3,110-76.9% | $3,986-82.0% | $4,291-83.2% |
| Admin fee / account holder | $1,592 | $1,922-17.2% | $6,853-76.8% | $1,588+0.2% |