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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 | $49,891-73.4% | $80,607-83.6% | $75,181-82.4% |
| Participation rate | 10.4% | 55.3%-44.9pp | 67.0%-56.6pp | 67.2%-56.8pp |
| Annual return | 13.74% | 34.67%-20.9pp | 936.11%-922.4pp | 160.69%-146.9pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $279 | $2,991-90.7% | $4,448-93.7% | $4,126-93.2% |
| Admin fee / account holder | $4,004 | $3,578+11.9% | $5,379-25.6% | $5,650-29.1% |