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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 | $88,815-95.4% | $81,882-95.0% | $145,897-97.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 0.86% | 1033.75%-1032.9pp | 779.47%-778.6pp | 552.29%-551.4pp |
| Employer contribution / active EE | $6,144 | $3,086+99.1% | $2,916+110.7% | $4,663+31.8% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $667,004 | $8,434+7808.2% | $7,360+8963.1% | $13,390+4881.2% |