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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 | $9,475 | $111,535-91.5% | $105,223-91.0% | $137,256-93.1% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 1.23% | 237.85%-236.6pp | 180.65%-179.4pp | 220.34%-219.1pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $563 | $5,500-89.8% | $5,072-88.9% | $6,407-91.2% |
| Admin fee / account holder | $56,121 | $9,721+477.3% | $8,859+533.5% | $12,270+357.4% |