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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 | $41,547 | $80,812-48.6% | $160,784-74.2% | $82,448-49.6% |
| Participation rate | 23.3% | 66.2%-43.0pp | 77.0%-53.7pp | 68.1%-44.8pp |
| Annual return | 8.50% | 100.59%-92.1pp | 1803.92%-1795.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $147 | $4,335-96.6% | $6,293-97.7% | $4,139-96.4% |
| Admin fee / account holder | $565 | $7,695-92.7% | $9,717-94.2% | $7,234-92.2% |