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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 | $27,288 | $80,812-66.2% | $160,784-83.0% | $82,448-66.9% |
| Participation rate | 9.4% | 66.2%-56.9pp | 77.0%-67.6pp | 68.1%-58.7pp |
| Annual return | 8.52% | 100.59%-92.1pp | 1803.92%-1795.4pp | 41.64%-33.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,086 | $4,335-74.9% | $6,293-82.7% | $4,139-73.8% |
| Admin fee / account holder | $54,938 | $7,695+613.9% | $9,717+465.4% | $7,234+659.4% |