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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 | $24,906 | $55,470-55.1% | $155,556-84.0% | $74,478-66.6% |
| Participation rate | 13.1% | 61.9%-48.8pp | 78.2%-65.1pp | 67.2%-54.1pp |
| Annual return | 10.91% | 269.80%-258.9pp | 64.84%-53.9pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $495 | $2,838-82.6% | $5,631-91.2% | $4,350-88.6% |
| Admin fee / account holder | $1,648 | $1,744-5.5% | $15,885-89.6% | $1,946-15.3% |