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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 | $32,508 | $59,456-45.3% | $93,669-65.3% | $74,429-56.3% |
| Participation rate | 19.2% | 59.6%-40.5pp | 68.7%-49.5pp | 67.2%-48.0pp |
| Annual return | 10.72% | 82.00%-71.3pp | 133.59%-122.9pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,424-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,269 | $3,052-58.4% | $4,416-71.3% | $4,348-70.8% |
| Admin fee / account holder | $19,600 | $3,026+547.8% | $8,291+136.4% | $1,944+908.1% |