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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 | $36,793 | $58,311-36.9% | $81,882-55.1% | $80,959-54.6% |
| Participation rate | 5.1% | 63.5%-58.4pp | 72.4%-67.3pp | 67.7%-62.5pp |
| Annual return | 8.84% | 41.85%-33.0pp | 779.47%-770.6pp | 35.67%-26.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $361 | $3,287-89.0% | $4,323-91.7% | $4,300-91.6% |
| Admin fee / account holder | $8,841 | $4,752+86.0% | $7,360+20.1% | $6,925+27.7% |