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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 | $20,787 | $49,897-58.3% | $80,648-74.2% | $75,177-72.3% |
| Participation rate | 22.2% | 55.3%-33.1pp | 67.0%-44.8pp | 67.2%-45.0pp |
| Annual return | 14.11% | 34.68%-20.6pp | 937.21%-923.1pp | 160.75%-146.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $457 | $2,992-84.7% | $4,443-89.7% | $4,126-88.9% |
| Admin fee / account holder | $11,189 | $3,579+212.7% | $5,382+107.9% | $5,651+98.0% |