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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 | $26,436 | $60,261-56.1% | $81,783-67.7% | $74,546-64.5% |
| Participation rate | 25.7% | 62.9%-37.2pp | 72.4%-46.6pp | 67.2%-41.5pp |
| Annual return | 9.44% | 16.88%-7.4pp | 775.05%-765.6pp | 1366.03%-1356.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $462 | $3,388-86.4% | $4,320-89.3% | $4,347-89.4% |
| Admin fee / account holder | $5,272 | $1,482+255.6% | $7,380-28.6% | $1,944+171.3% |