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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 | $16,867 | $55,423-69.6% | $155,602-89.2% | $74,400-77.3% |
| Participation rate | 21.1% | 61.9%-40.8pp | 78.2%-57.1pp | 67.2%-46.1pp |
| Annual return | 10.19% | 269.07%-258.9pp | 64.81%-54.6pp | 1367.51%-1357.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $431 | $2,835-84.8% | $5,629-92.3% | $4,348-90.1% |
| Admin fee / account holder | $2,850 | $1,744+63.4% | $15,923-82.1% | $1,944+46.7% |