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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 | $23,349 | $150,346-84.5% | $120,524-80.6% | $145,877-84.0% |
| Participation rate | 28.6% | 78.8%-50.2pp | 71.9%-43.4pp | 80.3%-51.7pp |
| Annual return | 7.91% | 154.40%-146.5pp | 107.36%-99.5pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $4,353-100.0% | $3,469-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $896 | $6,172-85.5% | $4,994-82.1% | $6,691-86.6% |
| Admin fee / account holder | $26,761 | $12,215+119.1% | $9,440+183.5% | $13,402+99.7% |