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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 | $56,124 | $122,259-54.1% | $147,005-61.8% | $199,768-71.9% |
| Participation rate | 4.2% | 78.3%-74.1pp | 82.2%-78.0pp | 72.0%-67.8pp |
| Annual return | 13.51% | 30.58%-17.1pp | 418.76%-405.3pp | 34.26%-20.8pp |
| Employer contribution / active EE | $0 | $4,097-100.0% | $4,934-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $94 | $8,504-98.9% | $8,070-98.8% | $5,090-98.2% |
| Admin fee / account holder | $1,329 | $179+642.9% | $13,006-89.8% | $269+394.1% |