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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 | $13,493 | $88,815-84.8% | $81,882-83.5% | $145,897-90.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 2.33% | 1033.75%-1031.4pp | 779.47%-777.1pp | 552.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $130 | $4,647-97.2% | $4,323-97.0% | $6,689-98.1% |
| Admin fee / account holder | $12,157 | $8,434+44.1% | $7,360+65.2% | $13,390-9.2% |