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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 | $9,050 | $68,097-86.7% | $62,929-85.6% | $137,256-93.4% |
| Participation rate | 30.8% | 77.4%-46.7pp | 73.1%-42.3pp | 80.0%-49.2pp |
| Annual return | 0.12% | 1859.11%-1859.0pp | 1063.93%-1063.8pp | 220.34%-220.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $453 | $4,553-90.0% | $3,888-88.3% | $6,407-92.9% |
| Admin fee / account holder | $1,205 | $6,521-81.5% | $5,065-76.2% | $12,270-90.2% |