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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 | $21,950 | $55,470-60.4% | $155,556-85.9% | $74,478-70.5% |
| Participation rate | 22.6% | 61.9%-39.3pp | 78.2%-55.6pp | 67.2%-44.6pp |
| Annual return | 10.29% | 269.80%-259.5pp | 64.84%-54.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $582 | $2,838-79.5% | $5,631-89.7% | $4,350-86.6% |
| Admin fee / account holder | $4,799 | $1,744+175.1% | $15,885-69.8% | $1,946+146.6% |