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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 | $31,535 | $102,393-69.2% | $147,041-78.6% | $80,911-61.0% |
| Participation rate | 13.0% | 75.9%-62.9pp | 82.2%-69.2pp | 67.6%-54.7pp |
| Annual return | 10.21% | 134.95%-124.7pp | 419.21%-409.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,526 | $6,647-77.0% | $8,071-81.1% | $4,297-64.5% |
| Admin fee / account holder | $11,389 | $7,943+43.4% | $13,006-12.4% | $6,935+64.2% |