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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 | $57,567 | $65,566-12.2% | $86,235-33.2% | $75,177-23.4% |
| Participation rate | 18.2% | 60.5%-42.3pp | 69.0%-50.8pp | 67.2%-49.0pp |
| Annual return | 12.05% | 46.07%-34.0pp | 1170.03%-1158.0pp | 160.75%-148.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $804 | $3,023-73.4% | $3,987-79.8% | $4,126-80.5% |
| Admin fee / account holder | $19,157 | $5,470+250.2% | $6,856+179.4% | $5,651+239.0% |