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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 | $19,743 | $41,151-52.0% | $80,648-75.5% | $71,529-72.4% |
| Participation rate | 8.9% | 50.2%-41.3pp | 67.0%-58.1pp | 67.9%-59.0pp |
| Annual return | 2.75% | 38.49%-35.7pp | 937.21%-934.5pp | 28.97%-26.2pp |
| Employer contribution / active EE | $0 | $1,513-100.0% | $2,724-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $612 | $2,700-77.3% | $4,443-86.2% | $4,291-85.7% |
| Admin fee / account holder | $1,871 | $1,842+1.6% | $5,382-65.2% | $1,588+17.8% |