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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 | $21,845 | $48,337-54.8% | $67,560-67.7% | $80,959-73.0% |
| Participation rate | 20.0% | 66.4%-46.4pp | 72.9%-52.9pp | 67.7%-47.7pp |
| Annual return | 4.91% | 18.26%-13.3pp | 3533.50%-3528.6pp | 35.67%-30.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $604 | $2,928-79.4% | $4,004-84.9% | $4,300-86.0% |
| Admin fee / account holder | $14,183 | $3,695+283.8% | $3,994+255.1% | $6,925+104.8% |