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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 | $76,368-88.2% | $67,681-86.6% | $154,746-94.2% |
| Participation rate | 30.8% | 79.0%-48.2pp | 73.7%-43.0pp | 80.7%-49.9pp |
| Annual return | 0.12% | 1066.77%-1066.7pp | 590.58%-590.5pp | 172.34%-172.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $453 | $4,824-90.6% | $3,976-88.6% | $6,730-93.3% |
| Admin fee / account holder | $1,205 | $8,559-85.9% | $6,100-80.2% | $14,365-91.6% |