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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 | $18,704 | $48,327-61.3% | $67,575-72.3% | $80,935-76.9% |
| Participation rate | 21.6% | 66.4%-44.8pp | 72.9%-51.3pp | 67.7%-46.0pp |
| Annual return | 11.08% | 18.31%-7.2pp | 3528.98%-3517.9pp | 35.66%-24.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $31 | $2,927-98.9% | $4,003-99.2% | $4,299-99.3% |
| Admin fee / account holder | $5,426 | $3,692+47.0% | $3,993+35.9% | $6,924-21.6% |