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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 | $13,257 | $49,896-73.4% | $80,627-83.6% | $75,173-82.4% |
| Participation rate | 10.4% | 55.3%-44.9pp | 67.0%-56.6pp | 67.2%-56.8pp |
| Annual return | 13.74% | 34.67%-20.9pp | 936.76%-923.0pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $279 | $2,992-90.7% | $4,443-93.7% | $4,126-93.2% |
| Admin fee / account holder | $4,004 | $3,578+11.9% | $5,381-25.6% | $5,651-29.1% |