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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 | $23,310 | $55,446-58.0% | $155,574-85.0% | $74,429-68.7% |
| Participation rate | 12.8% | 61.9%-49.1pp | 78.2%-65.4pp | 67.2%-54.4pp |
| Annual return | 10.61% | 269.20%-258.6pp | 64.87%-54.3pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $775 | $2,836-72.7% | $5,629-86.2% | $4,348-82.2% |
| Admin fee / account holder | $1,534 | $1,743-12.0% | $15,914-90.4% | $1,944-21.1% |