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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 | $29,332 | $65,084-54.9% | $67,681-56.7% | $64,340-54.4% |
| Participation rate | 12.9% | 66.7%-53.8pp | 73.7%-60.8pp | 55.2%-42.3pp |
| Annual return | 7.28% | 20.50%-13.2pp | 590.58%-583.3pp | 24.14%-16.9pp |
| Employer contribution / active EE | $0 | $2,398-100.0% | $2,678-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $627 | $3,210-80.5% | $3,976-84.2% | $2,980-79.0% |
| Admin fee / account holder | $645 | $1,415-54.4% | $6,100-89.4% | $3,703-82.6% |