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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 | $12,268 | $90,397-86.4% | $76,002-83.9% | $145,959-91.6% |
| Participation rate | 15.8% | 74.5%-58.7pp | 69.1%-53.3pp | 80.3%-64.5pp |
| Annual return | 3.38% | 621.97%-618.6pp | 360.07%-356.7pp | 561.95%-558.6pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $70 | $5,163-98.6% | $4,257-98.4% | $6,689-99.0% |
| Admin fee / account holder | $19,374 | $8,369+131.5% | $6,414+202.1% | $13,398+44.6% |