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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 | $23,664 | $111,787-78.8% | $93,681-74.7% | $145,978-83.8% |
| Participation rate | 5.6% | 74.2%-68.7pp | 68.7%-63.2pp | 80.3%-74.7pp |
| Annual return | 7.71% | 203.52%-195.8pp | 133.47%-125.8pp | 550.52%-542.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $295 | $4,918-94.0% | $4,415-93.3% | $6,690-95.6% |
| Admin fee / account holder | $27,608 | $10,256+169.2% | $8,290+233.0% | $13,400+106.0% |