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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 | $27,163 | $52,353-48.1% | $120,225-77.4% | $82,448-67.1% |
| Participation rate | 13.8% | 58.3%-44.5pp | 69.6%-55.8pp | 68.1%-54.3pp |
| Annual return | 12.99% | 61.85%-48.9pp | 439.23%-426.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $622 | $2,627-76.3% | $3,999-84.4% | $4,139-85.0% |
| Admin fee / account holder | $10,109 | $4,363+131.7% | $5,696+77.5% | $7,234+39.7% |