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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 | $13,253 | $111,878-88.2% | $93,727-85.9% | $145,897-90.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 2.34% | 204.28%-201.9pp | 133.83%-131.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $93 | $4,920-98.1% | $4,417-97.9% | $6,689-98.6% |
| Admin fee / account holder | $12,966 | $10,256+26.4% | $8,292+56.4% | $13,390-3.2% |