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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 | $17,648 | $55,437-68.2% | $155,534-88.7% | $74,459-76.3% |
| Participation rate | 30.5% | 61.9%-31.4pp | 78.2%-47.7pp | 67.2%-36.7pp |
| Annual return | 8.03% | 269.58%-261.6pp | 64.92%-56.9pp | 1369.70%-1361.7pp |
| Employer contribution / active EE | $428 | $2,266-81.1% | $4,675-90.8% | $2,626-83.7% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $2,031 | $1,742+16.6% | $15,900-87.2% | $1,945+4.4% |