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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 | $15,200 | $55,446-72.6% | $155,574-90.2% | $74,429-79.6% |
| Participation rate | 3.0% | 61.9%-58.9pp | 78.2%-75.3pp | 67.2%-64.3pp |
| Annual return | 8.08% | 269.20%-261.1pp | 64.87%-56.8pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $203 | $2,836-92.8% | $5,629-96.4% | $4,348-95.3% |
| Admin fee / account holder | $1,007 | $1,743-42.3% | $15,914-93.7% | $1,944-48.2% |