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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 | $16,896 | $60,119-71.9% | $90,430-81.3% | $79,858-78.8% |
| Participation rate | 48.8% | 65.0%-16.1pp | 72.7%-23.8pp | 69.6%-20.8pp |
| Annual return | 6.56% | 71.94%-65.4pp | 1293.73%-1287.2pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $350 | $2,938-88.1% | $3,963-91.2% | $3,740-90.6% |
| Admin fee / account holder | $1,594 | $3,976-59.9% | $5,613-71.6% | $5,306-70.0% |