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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 | $4,405 | $88,815-95.0% | $81,882-94.6% | $145,897-97.0% |
| Participation rate | 23.1% | 75.1%-52.0pp | 72.4%-49.3pp | 80.3%-57.2pp |
| Annual return | 8.03% | 1033.75%-1025.7pp | 779.47%-771.4pp | 552.29%-544.3pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $315 | $4,647-93.2% | $4,323-92.7% | $6,689-95.3% |
| Admin fee / account holder | $2,950 | $8,434-65.0% | $7,360-59.9% | $13,390-78.0% |