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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 | $7,965 | $90,397-91.2% | $76,002-89.5% | $145,959-94.5% |
| Participation rate | 4.5% | 74.5%-69.9pp | 69.1%-64.5pp | 80.3%-75.7pp |
| Annual return | 5.48% | 621.97%-616.5pp | 360.07%-354.6pp | 561.95%-556.5pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $932 | $5,163-82.0% | $4,257-78.1% | $6,689-86.1% |
| Admin fee / account holder | $39,919 | $8,369+377.0% | $6,414+522.4% | $13,398+198.0% |