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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 | $26,617 | $55,423-52.0% | $155,602-82.9% | $74,400-64.2% |
| Participation rate | 23.1% | 61.9%-38.8pp | 78.2%-55.1pp | 67.2%-44.1pp |
| Annual return | 9.19% | 269.07%-259.9pp | 64.81%-55.6pp | 1367.51%-1358.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $628 | $2,835-77.8% | $5,629-88.8% | $4,348-85.5% |
| Admin fee / account holder | $2,285 | $1,744+31.0% | $15,923-85.6% | $1,944+17.6% |