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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 | $10,324 | $88,702-88.4% | $81,780-87.4% | $145,978-92.9% |
| Participation rate | 30.0% | 75.0%-45.0pp | 72.4%-42.4pp | 80.3%-50.3pp |
| Annual return | 8.80% | 1029.12%-1020.3pp | 776.27%-767.5pp | 550.52%-541.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $381 | $4,645-91.8% | $4,321-91.2% | $6,690-94.3% |
| Admin fee / account holder | $313 | $8,414-96.3% | $7,384-95.8% | $13,400-97.7% |