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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 | $34,996 | $65,555-46.6% | $86,216-59.4% | $75,173-53.4% |
| Participation rate | 20.0% | 60.5%-40.5pp | 69.0%-49.0pp | 67.2%-47.2pp |
| Annual return | 1.76% | 46.07%-44.3pp | 1169.42%-1167.7pp | 160.72%-159.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $173 | $3,023-94.3% | $3,986-95.7% | $4,126-95.8% |
| Admin fee / account holder | $20,429 | $5,469+273.5% | $6,853+198.1% | $5,651+261.5% |