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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 | $23,604 | $102,595-77.0% | $94,057-74.9% | $154,746-84.7% |
| Participation rate | 23.1% | 76.0%-52.9pp | 73.3%-50.3pp | 80.7%-57.6pp |
| Annual return | 7.46% | 583.42%-576.0pp | 480.62%-473.2pp | 172.34%-164.9pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,041 | $5,118-79.7% | $4,709-77.9% | $6,730-84.5% |
| Admin fee / account holder | $12,391 | $7,736+60.2% | $7,244+71.0% | $14,365-13.7% |