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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 | $19,405 | $71,230-72.8% | $93,727-79.3% | $80,959-76.0% |
| Participation rate | 5.3% | 60.4%-55.1pp | 68.7%-63.4pp | 67.7%-62.4pp |
| Annual return | 8.29% | 11.26%-3.0pp | 133.83%-125.5pp | 35.67%-27.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $123 | $4,037-97.0% | $4,417-97.2% | $4,300-97.1% |
| Admin fee / account holder | $18,815 | $6,961+170.3% | $8,292+126.9% | $6,925+171.7% |