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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 | $53,171 | $54,729-2.8% | $86,235-38.3% | $71,529-25.7% |
| Participation rate | 16.5% | 60.1%-43.6pp | 69.0%-52.4pp | 67.9%-51.4pp |
| Annual return | 10.41% | 20.07%-9.7pp | 1170.03%-1159.6pp | 28.97%-18.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,381-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $1,182 | $3,110-62.0% | $3,987-70.4% | $4,291-72.5% |
| Admin fee / account holder | $10,858 | $1,921+465.1% | $6,856+58.4% | $1,588+583.6% |