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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 | $6,935 | $72,071-90.4% | $68,368-89.9% | $137,256-94.9% |
| Participation rate | 18.2% | 76.2%-58.1pp | 73.8%-55.6pp | 80.0%-61.8pp |
| Annual return | 9.24% | 353.14%-343.9pp | 292.57%-283.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $412 | $4,410-90.7% | $4,123-90.0% | $6,407-93.6% |
| Admin fee / account holder | $17,081 | $5,336+220.1% | $5,150+231.7% | $12,270+39.2% |