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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 | $55,423-72.6% | $155,602-90.2% | $74,400-79.6% |
| Participation rate | 3.0% | 61.9%-58.9pp | 78.2%-75.2pp | 67.2%-64.3pp |
| Annual return | 8.08% | 269.07%-261.0pp | 64.81%-56.7pp | 1367.51%-1359.4pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $203 | $2,835-92.8% | $5,629-96.4% | $4,348-95.3% |
| Admin fee / account holder | $1,007 | $1,744-42.3% | $15,923-93.7% | $1,944-48.2% |