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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 | $29,337 | $85,766-65.8% | $136,298-78.5% | $70,126-58.2% |
| Participation rate | 27.6% | 74.2%-46.6pp | 81.9%-54.3pp | 69.5%-42.0pp |
| Annual return | 10.06% | 31.46%-21.4pp | 5156.27%-5146.2pp | 73.15%-63.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,784 | $5,051-64.7% | $6,247-71.4% | $3,332-46.5% |
| Admin fee / account holder | $23,040 | $5,421+325.0% | $9,244+149.2% | $4,645+396.0% |