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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 | $73,421-81.3% | $66,439-79.3% | $155,188-91.1% |
| Participation rate | 18.8% | 79.7%-60.9pp | 74.5%-55.7pp | 80.8%-62.1pp |
| Annual return | 6.84% | 1382.37%-1375.5pp | 757.66%-750.8pp | 148.84%-142.0pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $293 | $4,680-93.7% | $3,876-92.5% | $6,531-95.5% |
| Admin fee / account holder | $14,538 | $8,856+64.2% | $6,173+135.5% | $14,480+0.4% |