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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 | $32,448 | $65,946-50.8% | $81,783-60.3% | $77,671-58.2% |
| Participation rate | 5.1% | 65.8%-60.7pp | 72.4%-67.3pp | 70.6%-65.5pp |
| Annual return | 9.55% | 26.65%-17.1pp | 775.05%-765.5pp | 31.21%-21.7pp |
| Employer contribution / active EE | $0 | $2,371-100.0% | $2,913-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $228 | $3,507-93.5% | $4,320-94.7% | $4,648-95.1% |
| Admin fee / account holder | $2,420 | $527+359.4% | $7,380-67.2% | $430+462.3% |