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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 | $22,576 | $58,258-61.2% | $81,820-72.4% | $80,925-72.1% |
| Participation rate | 12.5% | 63.5%-51.0pp | 72.4%-59.9pp | 67.7%-55.2pp |
| Annual return | 8.03% | 41.76%-33.7pp | 777.93%-769.9pp | 35.65%-27.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11 | $3,284-99.7% | $4,323-99.8% | $4,299-99.8% |
| Admin fee / account holder | $1,206 | $4,976-75.8% | $7,391-83.7% | $6,940-82.6% |