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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 | $16,002 | $111,878-85.7% | $93,727-82.9% | $145,897-89.0% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 4.78% | 204.28%-199.5pp | 133.83%-129.0pp | 552.29%-547.5pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $401 | $4,920-91.9% | $4,417-90.9% | $6,689-94.0% |
| Admin fee / account holder | $22,000 | $10,256+114.5% | $8,292+165.3% | $13,390+64.3% |