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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 | $23,201 | $85,766-72.9% | $136,295-83.0% | $70,131-66.9% |
| Participation rate | 5.7% | 74.2%-68.4pp | 81.9%-76.2pp | 69.5%-63.8pp |
| Annual return | 6.46% | 31.45%-25.0pp | 5155.97%-5149.5pp | 73.14%-66.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $526 | $5,051-89.6% | $6,247-91.6% | $3,332-84.2% |
| Admin fee / account holder | $1,064 | $5,420-80.4% | $9,243-88.5% | $4,645-77.1% |