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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 | $35,164 | $68,097-48.4% | $62,929-44.1% | $137,256-74.4% |
| Participation rate | 11.1% | 77.4%-66.3pp | 73.1%-62.0pp | 80.0%-68.8pp |
| Annual return | 7.75% | 1859.11%-1851.4pp | 1063.93%-1056.2pp | 220.34%-212.6pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $161 | $4,553-96.5% | $3,888-95.9% | $6,407-97.5% |
| Admin fee / account holder | $41,073 | $6,521+529.8% | $5,065+711.0% | $12,270+234.7% |