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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 | $18,575 | $58,311-68.1% | $81,882-77.3% | $80,959-77.1% |
| Participation rate | 10.7% | 63.5%-52.8pp | 72.4%-61.7pp | 67.7%-57.0pp |
| Annual return | 10.29% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $705 | $3,287-78.5% | $4,323-83.7% | $4,300-83.6% |
| Admin fee / account holder | $9,012 | $4,752+89.6% | $7,360+22.4% | $6,925+30.1% |