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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 | $38,963 | $150,447-74.1% | $136,298-71.4% | $147,586-73.6% |
| Participation rate | 15.0% | 84.4%-69.4pp | 81.9%-66.9pp | 82.8%-67.8pp |
| Annual return | 9.77% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,108 | $6,631-83.3% | $6,247-82.3% | $5,439-79.6% |
| Admin fee / account holder | $7,178 | $10,906-34.2% | $9,244-22.3% | $10,886-34.1% |