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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 | $30,088 | $60,139-50.0% | $90,461-66.7% | $79,856-62.3% |
| Participation rate | 22.1% | 65.0%-42.9pp | 72.7%-50.6pp | 69.6%-47.6pp |
| Annual return | 6.67% | 71.96%-65.3pp | 1294.76%-1288.1pp | 31.71%-25.0pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $666 | $2,939-77.4% | $3,964-83.2% | $3,741-82.2% |
| Admin fee / account holder | $7,535 | $3,978+89.4% | $5,617+34.1% | $5,306+42.0% |