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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 | $100,147-83.9% | $81,286-80.1% | $145,877-88.9% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.5%-52.9pp | 80.3%-63.6pp |
| Annual return | 4.67% | 34.44%-29.8pp | 24.80%-20.1pp | 551.28%-546.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $235 | $4,607-94.9% | $3,883-94.0% | $6,691-96.5% |
| Admin fee / account holder | $170,483 | $8,201+1978.8% | $5,764+2857.8% | $13,402+1172.1% |