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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 | $20,417 | $58,275-65.0% | $81,844-75.1% | $80,935-74.8% |
| Participation rate | 17.9% | 63.5%-45.6pp | 72.4%-54.5pp | 67.7%-49.8pp |
| Annual return | 8.17% | 41.82%-33.6pp | 778.87%-770.7pp | 35.66%-27.5pp |
| Employer contribution / active EE | $301 | $2,346-87.1% | $2,916-89.7% | $2,757-89.1% |
| Participant deferral / active EE | $301 | $3,285-90.8% | $4,323-93.0% | $4,299-93.0% |
| Admin fee / account holder | $8,887 | $4,749+87.1% | $7,355+20.8% | $6,924+28.3% |