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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 | $6,693 | $109,967-93.9% | $97,197-93.1% | $145,877-95.4% |
| Participation rate | 44.4% | 76.0%-31.5pp | 72.7%-28.2pp | 80.3%-35.9pp |
| Annual return | 1.76% | 244.27%-242.5pp | 75.47%-73.7pp | 551.28%-549.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $92 | $4,676-98.0% | $4,263-97.8% | $6,691-98.6% |
| Admin fee / account holder | $2,684 | $6,199-56.7% | $5,637-52.4% | $13,402-80.0% |