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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 | $25,309 | $96,678-73.8% | $86,640-70.8% | $139,466-81.9% |
| Participation rate | 12.5% | 74.4%-61.9pp | 71.7%-59.2pp | 80.3%-67.8pp |
| Annual return | 7.03% | 106.69%-99.7pp | 592.52%-585.5pp | 373.66%-366.6pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $631 | $4,837-86.9% | $4,438-85.8% | $6,712-90.6% |
| Admin fee / account holder | $85,552 | $6,410+1234.7% | $5,616+1423.4% | $11,409+649.9% |