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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 | $14,684 | $60,261-75.6% | $81,783-82.0% | $74,546-80.3% |
| Participation rate | 41.2% | 62.9%-21.7pp | 72.4%-31.2pp | 67.2%-26.0pp |
| Annual return | 8.36% | 16.88%-8.5pp | 775.05%-766.7pp | 1366.03%-1357.7pp |
| Employer contribution / active EE | $1,019 | $2,622-61.1% | $2,913-65.0% | $2,624-61.2% |
| Participant deferral / active EE | $277 | $3,388-91.8% | $4,320-93.6% | $4,347-93.6% |
| Admin fee / account holder | $10,320 | $1,482+596.1% | $7,380+39.8% | $1,944+431.0% |