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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 | $38,074 | $58,275-34.7% | $81,844-53.5% | $80,935-53.0% |
| Participation rate | 16.7% | 63.5%-46.8pp | 72.4%-55.7pp | 67.7%-51.0pp |
| Annual return | 2.34% | 41.82%-39.5pp | 778.87%-776.5pp | 35.66%-33.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $577 | $3,285-82.4% | $4,323-86.7% | $4,299-86.6% |
| Admin fee / account holder | $451 | $4,749-90.5% | $7,355-93.9% | $6,924-93.5% |