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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 | $16,076 | $57,305-71.9% | $86,640-81.4% | $75,173-78.6% |
| Participation rate | 42.5% | 63.2%-20.7pp | 71.7%-29.2pp | 67.2%-24.7pp |
| Annual return | 8.55% | 2674.24%-2665.7pp | 592.52%-584.0pp | 160.72%-152.2pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $498 | $3,320-85.0% | $4,438-88.8% | $4,126-87.9% |
| Admin fee / account holder | $8,828 | $4,116+114.5% | $5,616+57.2% | $5,651+56.2% |