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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 | $18,988 | $48,284-60.7% | $67,524-71.9% | $80,911-76.5% |
| Participation rate | 12.3% | 66.4%-54.1pp | 72.9%-60.6pp | 67.6%-55.3pp |
| Annual return | 10.06% | 18.27%-8.2pp | 3519.41%-3509.3pp | 35.63%-25.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $729 | $2,927-75.1% | $4,001-81.8% | $4,297-83.0% |
| Admin fee / account holder | $2,247 | $3,688-39.1% | $4,001-43.8% | $6,935-67.6% |