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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 | $13,975 | $96,678-85.5% | $86,640-83.9% | $139,466-90.0% |
| Participation rate | 13.3% | 74.4%-61.1pp | 71.7%-58.4pp | 80.3%-67.0pp |
| Annual return | 3.77% | 106.69%-102.9pp | 592.52%-588.8pp | 373.66%-369.9pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $266 | $4,837-94.5% | $4,438-94.0% | $6,712-96.0% |
| Admin fee / account holder | $7,186 | $6,410+12.1% | $5,616+28.0% | $11,409-37.0% |