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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 | $25,418 | $39,245-35.2% | $64,105-60.3% | $52,331-51.4% |
| Participation rate | 13.2% | 58.2%-45.1pp | 68.2%-55.0pp | 68.1%-54.9pp |
| Annual return | -4.17% | 14.79%-19.0pp | 791.24%-795.4pp | 4.54%-8.7pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $557 | $1,992-72.0% | $2,822-80.3% | $3,022-81.6% |
| Admin fee / account holder | $696 | $592+17.4% | $4,499-84.5% | $592+17.6% |