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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 | $28,886 | $150,445-80.8% | $136,297-78.8% | $147,585-80.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.31% | 1049.14%-1039.8pp | 5156.16%-5146.8pp | 578.57%-569.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,170 | $6,631-82.4% | $6,247-81.3% | $5,439-78.5% |
| Admin fee / account holder | $15,912 | $10,906+45.9% | $9,244+72.1% | $10,885+46.2% |