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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 | $25,984 | $90,614-71.3% | $76,089-65.9% | $145,877-82.2% |
| Participation rate | 11.8% | 74.5%-62.7pp | 69.1%-57.3pp | 80.3%-68.5pp |
| Annual return | 6.57% | 623.80%-617.2pp | 360.94%-354.4pp | 551.28%-544.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $394 | $5,168-92.4% | $4,259-90.7% | $6,691-94.1% |
| Admin fee / account holder | $23,001 | $8,376+174.6% | $6,418+258.4% | $13,402+71.6% |