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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 | $55,446-40.6% | $155,574-78.8% | $74,429-55.8% |
| Participation rate | 6.5% | 61.9%-55.4pp | 78.2%-71.7pp | 67.2%-60.7pp |
| Annual return | 9.55% | 269.20%-259.7pp | 64.87%-55.3pp | 1368.38%-1358.8pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $288 | $2,836-89.8% | $5,629-94.9% | $4,348-93.4% |
| Admin fee / account holder | $6,573 | $1,743+277.1% | $15,914-58.7% | $1,944+238.1% |