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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 | $48,337-60.7% | $67,560-71.9% | $80,959-76.5% |
| Participation rate | 12.3% | 66.4%-54.1pp | 72.9%-60.6pp | 67.7%-55.4pp |
| Annual return | 10.06% | 18.26%-8.2pp | 3533.50%-3523.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $729 | $2,928-75.1% | $4,004-81.8% | $4,300-83.1% |
| Admin fee / account holder | $2,247 | $3,695-39.2% | $3,994-43.7% | $6,925-67.6% |