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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 | $5,678 | $68,097-91.7% | $62,929-91.0% | $137,256-95.9% |
| Participation rate | 25.0% | 77.4%-52.4pp | 73.1%-48.1pp | 80.0%-55.0pp |
| Annual return | 8.27% | 1859.11%-1850.8pp | 1063.93%-1055.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $469 | $4,553-89.7% | $3,888-87.9% | $6,407-92.7% |
| Admin fee / account holder | $4,982 | $6,521-23.6% | $5,065-1.6% | $12,270-59.4% |