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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 | $17,753 | $55,446-68.0% | $155,574-88.6% | $74,429-76.1% |
| Participation rate | 5.0% | 61.9%-56.9pp | 78.2%-73.2pp | 67.2%-62.2pp |
| Annual return | 7.67% | 269.20%-261.5pp | 64.87%-57.2pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $190 | $2,836-93.3% | $5,629-96.6% | $4,348-95.6% |
| Admin fee / account holder | $8,523 | $1,743+389.0% | $15,914-46.4% | $1,944+338.4% |