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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 | $22,978 | $45,123-49.1% | $85,240-73.0% | $74,478-69.1% |
| Participation rate | 2.1% | 49.4%-47.3pp | 67.5%-65.4pp | 67.2%-65.1pp |
| Annual return | 8.24% | 26.32%-18.1pp | 66.75%-58.5pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $0 | $1,459-100.0% | $2,735-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $142 | $2,736-94.8% | $4,527-96.9% | $4,350-96.7% |
| Admin fee / account holder | $7,086 | $2,215+220.0% | $6,165+14.9% | $1,946+264.2% |