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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 | $11,089 | $180,749-93.9% | $160,784-93.1% | $137,256-91.9% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 6.84% | 2234.46%-2227.6pp | 1803.92%-1797.1pp | 220.34%-213.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $882 | $6,844-87.1% | $6,293-86.0% | $6,407-86.2% |
| Admin fee / account holder | $4,476 | $10,397-56.9% | $9,717-53.9% | $12,270-63.5% |