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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 | $47,629 | $150,447-68.3% | $136,298-65.1% | $147,586-67.7% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 10.04% | 1049.15%-1039.1pp | 5156.27%-5146.2pp | 578.59%-568.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,763 | $6,631-73.4% | $6,247-71.8% | $5,439-67.6% |
| Admin fee / account holder | $33,403 | $10,906+206.3% | $9,244+261.4% | $10,886+206.9% |