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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 | $32,915 | $55,472-40.7% | $155,567-78.8% | $74,546-55.8% |
| Participation rate | 6.5% | 61.9%-55.4pp | 78.2%-71.7pp | 67.2%-60.7pp |
| Annual return | 9.55% | 268.72%-259.2pp | 64.74%-55.2pp | 1366.03%-1356.5pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $288 | $2,838-89.8% | $5,628-94.9% | $4,347-93.4% |
| Admin fee / account holder | $6,573 | $1,743+277.2% | $15,916-58.7% | $1,944+238.2% |