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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 | $42,351 | $59,467-28.8% | $93,727-54.8% | $74,478-43.1% |
| Participation rate | 12.8% | 59.6%-46.8pp | 68.7%-55.9pp | 67.2%-54.4pp |
| Annual return | 9.94% | 82.14%-72.2pp | 133.83%-123.9pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $312 | $3,052-89.8% | $4,417-92.9% | $4,350-92.8% |
| Admin fee / account holder | $744 | $3,028-75.4% | $8,292-91.0% | $1,946-61.7% |