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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 | $23,592 | $96,678-75.6% | $86,640-72.8% | $139,466-83.1% |
| Participation rate | 14.3% | 74.4%-60.1pp | 71.7%-57.4pp | 80.3%-66.0pp |
| Annual return | 3.47% | 106.69%-103.2pp | 592.52%-589.0pp | 373.66%-370.2pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $557 | $4,837-88.5% | $4,438-87.4% | $6,712-91.7% |
| Admin fee / account holder | $72,073 | $6,410+1024.4% | $5,616+1183.4% | $11,409+531.7% |