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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 | $13,747 | $68,097-79.8% | $62,929-78.2% | $137,256-90.0% |
| Participation rate | 18.8% | 77.4%-58.7pp | 73.1%-54.4pp | 80.0%-61.2pp |
| Annual return | 6.84% | 1859.11%-1852.3pp | 1063.93%-1057.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $293 | $4,553-93.6% | $3,888-92.5% | $6,407-95.4% |
| Admin fee / account holder | $14,538 | $6,521+122.9% | $5,065+187.0% | $12,270+18.5% |