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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 | $28,629 | $49,199-41.8% | $121,210-76.4% | $75,177-61.9% |
| Participation rate | 22.2% | 55.4%-33.2pp | 69.5%-47.3pp | 67.2%-45.0pp |
| Annual return | 9.03% | 56.04%-47.0pp | 987.41%-978.4pp | 160.75%-151.7pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $577 | $2,630-78.1% | $4,084-85.9% | $4,126-86.0% |
| Admin fee / account holder | $31,283 | $3,946+692.8% | $5,647+454.0% | $5,651+453.5% |