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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 | $16,633 | $148,623-88.8% | $135,974-87.8% | $139,466-88.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 9.05% | 79.30%-70.2pp | 68.30%-59.3pp | 373.66%-364.6pp |
| Employer contribution / active EE | $1,077 | $5,246-79.5% | $4,859-77.8% | $4,754-77.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $97,041 | $12,406+682.2% | $10,767+801.3% | $11,409+750.6% |