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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 | $53,708 | $56,431-4.8% | $130,788-58.9% | $87,485-38.6% |
| Participation rate | 13.2% | 58.9%-45.8pp | 70.1%-56.9pp | 68.9%-55.8pp |
| Annual return | 11.30% | 91.27%-80.0pp | 386.44%-375.1pp | 26.06%-14.8pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $434 | $2,749-84.2% | $4,137-89.5% | $4,274-89.8% |
| Admin fee / account holder | $6,350 | $4,433+43.3% | $6,673-4.8% | $7,775-18.3% |