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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 | $14,329 | $60,139-76.2% | $90,461-84.2% | $79,856-82.1% |
| Participation rate | 9.0% | 65.0%-56.0pp | 72.7%-63.7pp | 69.6%-60.7pp |
| Annual return | 4.78% | 71.96%-67.2pp | 1294.76%-1290.0pp | 31.71%-26.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $83 | $2,939-97.2% | $3,964-97.9% | $3,741-97.8% |
| Admin fee / account holder | $638 | $3,978-84.0% | $5,617-88.6% | $5,306-88.0% |