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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 | $7,965 | $90,614-91.2% | $76,089-89.5% | $145,877-94.5% |
| Participation rate | 4.5% | 74.5%-70.0pp | 69.1%-64.5pp | 80.3%-75.8pp |
| Annual return | 5.48% | 623.80%-618.3pp | 360.94%-355.5pp | 551.28%-545.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $932 | $5,168-82.0% | $4,259-78.1% | $6,691-86.1% |
| Admin fee / account holder | $39,919 | $8,376+376.6% | $6,418+522.0% | $13,402+197.9% |