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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 | $16,909 | $96,361-82.5% | $80,607-79.0% | $139,456-87.9% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 5.69% | 1350.95%-1345.3pp | 936.11%-930.4pp | 373.45%-367.8pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $306 | $5,232-94.2% | $4,448-93.1% | $6,711-95.4% |
| Admin fee / account holder | $628 | $6,601-90.5% | $5,379-88.3% | $11,407-94.5% |