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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 | $35,427 | $101,672-65.2% | $147,117-75.9% | $74,478-52.4% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.2%-54.1pp | 67.2%-39.2pp |
| Annual return | 9.50% | 8757.83%-8748.3pp | 420.54%-411.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $882 | $7,305-87.9% | $8,065-89.1% | $4,350-79.7% |
| Admin fee / account holder | $3,765 | $1,753+114.8% | $12,993-71.0% | $1,946+93.5% |