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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 | $41,189 | $58,121-29.1% | $130,788-68.5% | $64,728-36.4% |
| Participation rate | 1.9% | 34.7%-32.8pp | 70.1%-68.2pp | 57.9%-56.0pp |
| Annual return | 11.98% | 102.13%-90.2pp | 386.44%-374.5pp | 49.38%-37.4pp |
| Employer contribution / active EE | $0 | $1,281-100.0% | $3,558-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $142 | $2,137-93.4% | $4,137-96.6% | $2,729-94.8% |
| Admin fee / account holder | $1,905 | $1,703+11.8% | $6,673-71.5% | $1,145+66.3% |