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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 | $58,281 | $102,663-43.2% | $86,216-32.4% | $139,466-58.2% |
| Participation rate | 31.3% | 74.5%-43.3pp | 69.0%-37.7pp | 80.3%-49.1pp |
| Annual return | 1.29% | 1924.52%-1923.2pp | 1169.42%-1168.1pp | 373.66%-372.4pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $738 | $4,677-84.2% | $3,986-81.5% | $6,712-89.0% |
| Admin fee / account holder | $1,275 | $8,663-85.3% | $6,853-81.4% | $11,409-88.8% |