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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 | $58,275-76.2% | $81,844-83.1% | $80,935-82.9% |
| Participation rate | 9.2% | 63.5%-54.3pp | 72.4%-63.2pp | 67.7%-58.5pp |
| Annual return | 9.48% | 41.82%-32.3pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $326 | $3,285-90.1% | $4,323-92.5% | $4,299-92.4% |
| Admin fee / account holder | $3,414 | $4,749-28.1% | $7,355-53.6% | $6,924-50.7% |