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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 | $55,470-72.6% | $155,556-90.2% | $74,478-79.6% |
| Participation rate | 3.0% | 61.9%-58.9pp | 78.2%-75.3pp | 67.2%-64.3pp |
| Annual return | 8.08% | 269.80%-261.7pp | 64.84%-56.8pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $203 | $2,838-92.8% | $5,631-96.4% | $4,350-95.3% |
| Admin fee / account holder | $1,007 | $1,744-42.3% | $15,885-93.7% | $1,946-48.3% |