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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 | $13,827 | $54,679-74.7% | $76,119-81.8% | $74,459-81.4% |
| Participation rate | 16.5% | 60.3%-43.8pp | 69.1%-52.6pp | 67.2%-50.7pp |
| Annual return | 8.72% | 31.90%-23.2pp | 361.25%-352.5pp | 1369.70%-1361.0pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $155 | $3,072-95.0% | $4,259-96.4% | $4,350-96.4% |
| Admin fee / account holder | $2,275 | $2,238+1.7% | $6,421-64.6% | $1,945+17.0% |