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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 | $22,217 | $58,234-61.8% | $81,783-72.8% | $80,874-72.5% |
| Participation rate | 12.2% | 63.4%-51.2pp | 72.4%-60.1pp | 67.6%-55.4pp |
| Annual return | 10.30% | 41.70%-31.4pp | 775.05%-764.7pp | 35.62%-25.3pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $676 | $3,283-79.4% | $4,320-84.4% | $4,297-84.3% |
| Admin fee / account holder | $437 | $4,982-91.2% | $7,380-94.1% | $6,935-93.7% |