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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 | $76,368-82.0% | $67,681-79.7% | $154,746-91.1% |
| Participation rate | 18.8% | 79.0%-60.2pp | 73.7%-55.0pp | 80.7%-62.0pp |
| Annual return | 6.84% | 1066.77%-1059.9pp | 590.58%-583.7pp | 172.34%-165.5pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $293 | $4,824-93.9% | $3,976-92.6% | $6,730-95.7% |
| Admin fee / account holder | $14,538 | $8,559+69.8% | $6,100+138.3% | $14,365+1.2% |