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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 | $19,812 | $58,241-66.0% | $81,780-75.8% | $80,911-75.5% |
| Participation rate | 21.2% | 63.4%-42.2pp | 72.4%-51.1pp | 67.6%-46.4pp |
| Annual return | 5.48% | 41.73%-36.2pp | 776.27%-770.8pp | 35.63%-30.1pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $565 | $3,283-82.8% | $4,321-86.9% | $4,297-86.9% |
| Admin fee / account holder | $13,578 | $4,973+173.0% | $7,384+83.9% | $6,935+95.8% |