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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 | $76,368-54.0% | $67,681-48.0% | $154,746-77.3% |
| Participation rate | 11.1% | 79.0%-67.8pp | 73.7%-62.6pp | 80.7%-69.6pp |
| Annual return | 7.75% | 1066.77%-1059.0pp | 590.58%-582.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $161 | $4,824-96.7% | $3,976-95.9% | $6,730-97.6% |
| Admin fee / account holder | $41,073 | $8,559+379.9% | $6,100+573.4% | $14,365+185.9% |