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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 | $36,094 | $96,136-62.5% | $135,987-73.5% | $80,925-55.4% |
| Participation rate | 14.6% | 71.2%-56.6pp | 76.4%-61.8pp | 67.7%-53.1pp |
| Annual return | 10.49% | 28.70%-18.2pp | 580.01%-569.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $4,214-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $344 | $5,706-94.0% | $7,027-95.1% | $4,299-92.0% |
| Admin fee / account holder | $54,948 | $8,236+567.2% | $6,716+718.2% | $6,940+691.7% |