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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 | $71,197-72.7% | $93,669-79.3% | $80,925-76.0% |
| Participation rate | 5.3% | 60.4%-55.1pp | 68.7%-63.5pp | 67.7%-62.4pp |
| Annual return | 8.29% | 11.27%-3.0pp | 133.59%-125.3pp | 35.65%-27.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $123 | $4,036-97.0% | $4,416-97.2% | $4,299-97.1% |
| Admin fee / account holder | $18,815 | $6,959+170.4% | $8,291+126.9% | $6,940+171.1% |