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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 | $90,530-91.2% | $76,030-89.5% | $145,897-94.5% |
| Participation rate | 4.5% | 74.4%-69.9pp | 69.1%-64.5pp | 80.3%-75.8pp |
| Annual return | 5.48% | 625.08%-619.6pp | 361.54%-356.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $932 | $5,164-82.0% | $4,257-78.1% | $6,689-86.1% |
| Admin fee / account holder | $39,919 | $8,383+376.2% | $6,421+521.7% | $13,390+198.1% |