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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 | $62,995 | $102,382-38.5% | $147,005-57.1% | $80,874-22.1% |
| Participation rate | 8.9% | 75.8%-67.0pp | 82.2%-73.3pp | 67.6%-58.8pp |
| Annual return | 8.68% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-26.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $963 | $6,646-85.5% | $8,070-88.1% | $4,297-77.6% |
| Admin fee / account holder | $406 | $7,942-94.9% | $13,006-96.9% | $6,935-94.1% |