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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 | $19,435 | $55,446-64.9% | $155,574-87.5% | $74,429-73.9% |
| Participation rate | 41.3% | 61.9%-20.6pp | 78.2%-36.9pp | 67.2%-25.9pp |
| Annual return | 9.10% | 269.20%-260.1pp | 64.87%-55.8pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $1,704 | $2,266-24.8% | $4,676-63.6% | $2,625-35.1% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1,505 | $1,743-13.6% | $15,914-90.5% | $1,944-22.6% |