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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 | $13,869 | $58,234-76.2% | $81,783-83.0% | $80,874-82.9% |
| Participation rate | 9.2% | 63.4%-54.2pp | 72.4%-63.2pp | 67.6%-58.5pp |
| Annual return | 9.48% | 41.70%-32.2pp | 775.05%-765.6pp | 35.62%-26.1pp |
| Employer contribution / active EE | $0 | $2,341-100.0% | $2,913-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $326 | $3,283-90.1% | $4,320-92.5% | $4,297-92.4% |
| Admin fee / account holder | $3,414 | $4,982-31.5% | $7,380-53.7% | $6,935-50.8% |