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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 | $31,894 | $27,936+14.2% | $58,561-45.5% | $75,173-57.6% |
| Participation rate | 19.5% | 38.8%-19.3pp | 50.9%-31.4pp | 67.2%-47.7pp |
| Annual return | 14.59% | 44.21%-29.6pp | 4251.33%-4236.7pp | 160.72%-146.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $97 | $1,202-92.0% | $1,923-95.0% | $4,126-97.7% |
| Admin fee / account holder | $1,476 | $1,727-14.5% | $2,520-41.4% | $5,651-73.9% |