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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 | $14,106 | $61,125-76.9% | $94,057-85.0% | $87,485-83.9% |
| Participation rate | 7.1% | 64.1%-56.9pp | 73.3%-66.2pp | 68.9%-61.8pp |
| Annual return | 9.59% | 35.20%-25.6pp | 480.62%-471.0pp | 26.06%-16.5pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $261 | $3,260-92.0% | $4,709-94.5% | $4,274-93.9% |
| Admin fee / account holder | $644 | $5,629-88.6% | $7,244-91.1% | $7,775-91.7% |