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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 | $39,436 | $106,923-63.1% | $84,023-53.1% | $152,909-74.2% |
| Participation rate | 33.3% | 75.3%-41.9pp | 69.0%-35.7pp | 82.5%-49.1pp |
| Annual return | 1.47% | 105.02%-103.6pp | 71.32%-69.9pp | 345.46%-344.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $457 | $4,013-88.6% | $3,239-85.9% | $5,851-92.2% |
| Admin fee / account holder | $2,140 | $8,289-74.2% | $6,102-64.9% | $11,601-81.6% |