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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 | $16,148 | $100,262-83.9% | $81,370-80.2% | $145,897-88.9% |
| Participation rate | 16.7% | 74.3%-57.6pp | 69.5%-52.9pp | 80.3%-63.6pp |
| Annual return | 4.67% | 34.52%-29.8pp | 24.85%-20.2pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $235 | $4,612-94.9% | $3,885-94.0% | $6,689-96.5% |
| Admin fee / account holder | $170,483 | $8,163+1988.5% | $5,749+2865.3% | $13,390+1173.2% |