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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 | $24,710 | $64,705-61.8% | $62,929-60.7% | $67,986-63.7% |
| Participation rate | 20.9% | 65.6%-44.7pp | 73.1%-52.2pp | 57.2%-36.3pp |
| Annual return | 5.91% | 20.31%-14.4pp | 1063.93%-1058.0pp | 31.67%-25.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $250 | $3,198-92.2% | $3,888-93.6% | $3,358-92.6% |
| Admin fee / account holder | $3,332 | $1,428+133.3% | $5,065-34.2% | $3,203+4.0% |