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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 | $20,657 | $63,346-67.4% | $92,240-77.6% | $70,126-70.5% |
| Participation rate | 22.2% | 68.7%-46.4pp | 76.5%-54.3pp | 69.5%-47.3pp |
| Annual return | 7.68% | 530.19%-522.5pp | 176.29%-168.6pp | 73.15%-65.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $464 | $2,854-83.7% | $3,897-88.1% | $3,332-86.1% |
| Admin fee / account holder | $1,558 | $3,841-59.4% | $5,194-70.0% | $4,645-66.5% |