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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 | $44,453 | $56,431-21.2% | $130,788-66.0% | $87,485-49.2% |
| Participation rate | 8.0% | 58.9%-50.9pp | 70.1%-62.1pp | 68.9%-60.9pp |
| Annual return | 11.05% | 91.27%-80.2pp | 386.44%-375.4pp | 26.06%-15.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $472 | $2,749-82.9% | $4,137-88.6% | $4,274-89.0% |
| Admin fee / account holder | $13,765 | $4,433+210.5% | $6,673+106.3% | $7,775+77.0% |