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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 | $12,979 | $102,595-87.3% | $94,057-86.2% | $154,746-91.6% |
| Participation rate | 12.5% | 76.0%-63.5pp | 73.3%-60.8pp | 80.7%-68.2pp |
| Annual return | 1.58% | 583.42%-581.8pp | 480.62%-479.0pp | 172.34%-170.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $321 | $5,118-93.7% | $4,709-93.2% | $6,730-95.2% |
| Admin fee / account holder | $31,307 | $7,736+304.7% | $7,244+332.1% | $14,365+117.9% |