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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 | $18,902 | $30,423-37.9% | $56,025-66.3% | $74,478-74.6% |
| Participation rate | 6.2% | 32.9%-26.7pp | 52.5%-46.3pp | 67.2%-61.0pp |
| Annual return | 6.94% | 24.97%-18.0pp | 1712.69%-1705.8pp | 1370.56%-1363.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $68 | $1,176-94.2% | $1,955-96.5% | $4,350-98.4% |
| Admin fee / account holder | $6,794 | $2,363+187.5% | $2,828+140.2% | $1,946+249.2% |