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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 | $22,488 | $65,555-65.7% | $86,216-73.9% | $75,173-70.1% |
| Participation rate | 16.2% | 60.5%-44.3pp | 69.0%-52.7pp | 67.2%-51.0pp |
| Annual return | 10.81% | 46.07%-35.3pp | 1169.42%-1158.6pp | 160.72%-149.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $569 | $3,023-81.2% | $3,986-85.7% | $4,126-86.2% |
| Admin fee / account holder | $5,836 | $5,469+6.7% | $6,853-14.8% | $5,651+3.3% |