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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 | $17,666 | $111,814-84.2% | $93,654-81.1% | $145,959-87.9% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 2.68% | 203.30%-200.6pp | 133.34%-130.7pp | 561.95%-559.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $44 | $4,914-99.1% | $4,413-99.0% | $6,689-99.3% |
| Admin fee / account holder | $4,291 | $10,246-58.1% | $8,282-48.2% | $13,398-68.0% |