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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 | $5,220 | $70,366-92.6% | $66,674-92.2% | $138,895-96.2% |
| Participation rate | 10.5% | 76.2%-65.7pp | 73.7%-63.1pp | 79.9%-69.4pp |
| Annual return | 9.85% | 386.41%-376.6pp | 321.24%-311.4pp | 145.39%-135.5pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $232 | $4,374-94.7% | $4,084-94.3% | $6,396-96.4% |
| Admin fee / account holder | $15,784 | $5,262+199.9% | $5,098+209.6% | $12,562+25.7% |