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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 | $20,910 | $40,435-48.3% | $80,627-74.1% | $74,460-71.9% |
| Participation rate | 9.5% | 47.4%-37.9pp | 67.0%-57.6pp | 70.7%-61.3pp |
| Annual return | 14.03% | 165.19%-151.2pp | 936.76%-922.7pp | 34.38%-20.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,723-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $383 | $2,673-85.7% | $4,443-91.4% | $4,530-91.5% |
| Admin fee / account holder | $5,949 | $721+725.3% | $5,381+10.6% | $348+1610.4% |