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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 | $90,691-91.2% | $76,119-89.5% | $145,884-94.5% |
| Participation rate | 4.5% | 74.5%-69.9pp | 69.1%-64.5pp | 80.3%-75.8pp |
| Annual return | 5.48% | 624.52%-619.0pp | 361.25%-355.8pp | 551.85%-546.4pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $932 | $5,167-82.0% | $4,259-78.1% | $6,690-86.1% |
| Admin fee / account holder | $39,919 | $8,383+376.2% | $6,421+521.7% | $13,392+198.1% |