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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 | $14,448 | $49,164-70.6% | $121,169-88.1% | $75,181-80.8% |
| Participation rate | 5.6% | 55.4%-49.9pp | 69.5%-64.0pp | 67.2%-61.6pp |
| Annual return | 10.74% | 56.03%-45.3pp | 986.71%-976.0pp | 160.69%-149.9pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $150 | $2,628-94.3% | $4,083-96.3% | $4,126-96.4% |
| Admin fee / account holder | $1,055 | $3,942-73.2% | $5,645-81.3% | $5,650-81.3% |