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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 | $22,211 | $55,458-60.0% | $76,030-70.8% | $77,762-71.4% |
| Participation rate | 15.5% | 63.6%-48.1pp | 69.1%-53.6pp | 70.6%-55.1pp |
| Annual return | 10.68% | 17.10%-6.4pp | 361.54%-350.9pp | 31.27%-20.6pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $2,688-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $775 | $3,454-77.6% | $4,257-81.8% | $4,651-83.3% |
| Admin fee / account holder | $1,368 | $411+233.0% | $6,421-78.7% | $433+216.1% |