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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 | $4,124 | $88,754-95.4% | $81,820-95.0% | $145,877-97.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 0.86% | 1031.77%-1030.9pp | 777.93%-777.1pp | 551.28%-550.4pp |
| Employer contribution / active EE | $6,144 | $3,085+99.1% | $2,915+110.8% | $4,663+31.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $667,004 | $8,424+7818.3% | $7,391+8925.1% | $13,402+4876.8% |