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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 | $52,507-59.6% | $129,406-83.6% | $74,478-71.5% |
| Participation rate | 7.8% | 53.9%-46.1pp | 69.6%-61.8pp | 67.2%-59.4pp |
| Annual return | 8.03% | 15.64%-7.6pp | 9468.18%-9460.1pp | 1370.56%-1362.5pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $4,155-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $445 | $2,801-84.1% | $4,167-89.3% | $4,350-89.8% |
| Admin fee / account holder | $8,715 | $2,639+230.2% | $7,689+13.3% | $1,946+347.9% |