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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 | $27,661 | $114,093-75.8% | $96,171-71.2% | $167,536-83.5% |
| Participation rate | 31.8% | 75.1%-43.2pp | 68.4%-36.6pp | 82.1%-50.3pp |
| Annual return | 5.05% | 190.00%-184.9pp | 192.04%-187.0pp | 478.82%-473.8pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $815 | $5,197-84.3% | $4,350-81.3% | $6,342-87.2% |
| Admin fee / account holder | $1,624 | $6,899-76.5% | $5,538-70.7% | $12,315-86.8% |