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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 | $48,314-60.7% | $67,561-71.9% | $80,925-76.5% |
| Participation rate | 12.3% | 66.4%-54.1pp | 72.9%-60.6pp | 67.7%-55.4pp |
| Annual return | 10.06% | 18.28%-8.2pp | 3525.44%-3515.4pp | 35.65%-25.6pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $729 | $2,927-75.1% | $4,003-81.8% | $4,299-83.1% |
| Admin fee / account holder | $2,247 | $3,690-39.1% | $4,006-43.9% | $6,940-67.6% |