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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 | $102,385-69.2% | $147,080-78.6% | $80,935-61.0% |
| Participation rate | 13.0% | 75.9%-62.9pp | 82.2%-69.2pp | 67.7%-54.7pp |
| Annual return | 10.21% | 135.09%-124.9pp | 420.17%-410.0pp | 35.66%-25.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,526 | $6,651-77.1% | $8,066-81.1% | $4,299-64.5% |
| Admin fee / account holder | $11,389 | $7,951+43.2% | $12,989-12.3% | $6,924+64.5% |