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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 | $33,709 | $51,878-35.0% | $68,368-50.7% | $79,634-57.7% |
| Participation rate | 3.4% | 53.7%-50.3pp | 73.8%-70.3pp | 62.5%-59.1pp |
| Annual return | 10.54% | 137.43%-126.9pp | 292.57%-282.0pp | 36.46%-25.9pp |
| Employer contribution / active EE | $0 | $1,931-100.0% | $2,649-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $233 | $2,577-90.9% | $4,123-94.3% | $3,835-93.9% |
| Admin fee / account holder | $1,162 | $942+23.3% | $5,150-77.4% | $1,002+16.0% |