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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 | $66,004-50.8% | $81,820-60.3% | $77,714-58.2% |
| Participation rate | 5.1% | 65.8%-60.7pp | 72.4%-67.3pp | 70.6%-65.5pp |
| Annual return | 9.55% | 26.65%-17.1pp | 777.93%-768.4pp | 31.26%-21.7pp |
| Employer contribution / active EE | $0 | $2,375-100.0% | $2,915-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $228 | $3,508-93.5% | $4,323-94.7% | $4,649-95.1% |
| Admin fee / account holder | $2,420 | $527+359.4% | $7,391-67.3% | $433+458.6% |