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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 | $21,211 | $52,450-59.6% | $129,397-83.6% | $74,429-71.5% |
| Participation rate | 7.8% | 53.8%-46.0pp | 69.6%-61.8pp | 67.2%-59.4pp |
| Annual return | 8.03% | 15.65%-7.6pp | 9453.98%-9445.9pp | 1368.38%-1360.4pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,154-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $445 | $2,797-84.1% | $4,167-89.3% | $4,348-89.8% |
| Admin fee / account holder | $8,715 | $2,636+230.6% | $7,679+13.5% | $1,944+348.2% |