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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 | $41,133 | $52,450-21.6% | $129,295-68.2% | $74,546-44.8% |
| Participation rate | 7.6% | 53.8%-46.3pp | 69.6%-62.0pp | 67.2%-59.6pp |
| Annual return | 9.98% | 15.65%-5.7pp | 9429.28%-9419.3pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,157-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $516 | $2,797-81.6% | $4,169-87.6% | $4,347-88.1% |
| Admin fee / account holder | $1,585 | $2,636-39.9% | $7,665-79.3% | $1,944-18.4% |