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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 | $13,435 | $55,437-75.8% | $155,534-91.4% | $74,459-82.0% |
| Participation rate | 21.3% | 61.9%-40.6pp | 78.2%-56.9pp | 67.2%-45.9pp |
| Annual return | 8.68% | 269.58%-260.9pp | 64.92%-56.2pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $603 | $2,837-78.7% | $5,630-89.3% | $4,350-86.1% |
| Admin fee / account holder | $1,875 | $1,742+7.6% | $15,900-88.2% | $1,945-3.6% |