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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 | $39,262 | $49,896-21.3% | $80,627-51.3% | $75,173-47.8% |
| Participation rate | 15.4% | 55.3%-39.9pp | 67.0%-51.6pp | 67.2%-51.8pp |
| Annual return | 14.07% | 34.67%-20.6pp | 936.76%-922.7pp | 160.72%-146.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $491 | $2,992-83.6% | $4,443-88.9% | $4,126-88.1% |
| Admin fee / account holder | $62,916 | $3,578+1658.5% | $5,381+1069.3% | $5,651+1013.5% |