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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 | $23,356 | $45,119-48.2% | $85,126-72.6% | $74,429-68.6% |
| Participation rate | 8.6% | 49.4%-40.8pp | 67.5%-59.0pp | 67.2%-58.7pp |
| Annual return | 2.71% | 26.28%-23.6pp | 66.63%-63.9pp | 1368.38%-1365.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,731-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $286 | $2,738-89.6% | $4,523-93.7% | $4,348-93.4% |
| Admin fee / account holder | $3,986 | $2,214+80.0% | $6,160-35.3% | $1,944+105.0% |