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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 | $19,311 | $48,570-60.2% | $130,660-85.2% | $72,975-73.5% |
| Participation rate | 12.2% | 58.6%-46.4pp | 71.7%-59.6pp | 69.5%-57.3pp |
| Annual return | 12.97% | 38.63%-25.7pp | 1709.29%-1696.3pp | 81.01%-68.0pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $104 | $2,384-95.6% | $3,603-97.1% | $3,608-97.1% |
| Admin fee / account holder | $1,072 | $3,549-69.8% | $5,463-80.4% | $5,124-79.1% |