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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 | $5,678 | $70,121-91.9% | $63,803-91.1% | $138,895-95.9% |
| Participation rate | 25.0% | 77.2%-52.2pp | 72.7%-47.7pp | 79.9%-54.9pp |
| Annual return | 8.27% | 946.48%-938.2pp | 543.72%-535.5pp | 145.39%-137.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $469 | $4,535-89.7% | $3,843-87.8% | $6,396-92.7% |
| Admin fee / account holder | $4,982 | $6,738-26.1% | $5,196-4.1% | $12,562-60.3% |