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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 | $23,288 | $99,053-76.5% | $88,179-73.6% | $138,895-83.2% |
| Participation rate | 11.1% | 74.2%-63.1pp | 69.1%-58.0pp | 79.9%-68.8pp |
| Annual return | 7.82% | 78.17%-70.3pp | 64.97%-57.1pp | 145.39%-137.6pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $395 | $5,225-92.4% | $4,614-91.4% | $6,396-93.8% |
| Admin fee / account holder | $34,740 | $8,748+297.1% | $7,673+352.8% | $12,562+176.5% |