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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 | $12,043 | $111,787-89.2% | $93,681-87.1% | $145,978-91.8% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 5.94% | 203.52%-197.6pp | 133.47%-127.5pp | 550.52%-544.6pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $430 | $4,918-91.3% | $4,415-90.3% | $6,690-93.6% |
| Admin fee / account holder | $2,067 | $10,256-79.8% | $8,290-75.1% | $13,400-84.6% |