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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 | $10,933 | $51,606-78.8% | $129,339-91.5% | $80,911-86.5% |
| Participation rate | 6.0% | 57.0%-51.0pp | 69.6%-63.6pp | 67.6%-61.6pp |
| Annual return | 8.80% | 20.76%-12.0pp | 9437.05%-9428.3pp | 35.63%-26.8pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $256 | $2,669-90.4% | $4,170-93.9% | $4,297-94.0% |
| Admin fee / account holder | $60,574 | $4,310+1305.5% | $7,668+690.0% | $6,935+773.5% |