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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 | $27,246 | $58,258-53.2% | $81,820-66.7% | $80,925-66.3% |
| Participation rate | 16.0% | 63.5%-47.4pp | 72.4%-56.3pp | 67.7%-51.6pp |
| Annual return | 9.85% | 41.76%-31.9pp | 777.93%-768.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $621 | $3,284-81.1% | $4,323-85.6% | $4,299-85.6% |
| Admin fee / account holder | $4,888 | $4,976-1.8% | $7,391-33.9% | $6,940-29.6% |