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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 | $35,142 | $101,539-65.4% | $147,041-76.1% | $74,400-52.8% |
| Participation rate | 57.4% | 75.5%-18.2pp | 82.2%-24.8pp | 67.2%-9.8pp |
| Annual return | 10.67% | 8740.84%-8730.2pp | 419.21%-408.5pp | 1367.51%-1356.8pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,172 | $7,304-70.3% | $8,071-73.1% | $4,348-50.1% |
| Admin fee / account holder | $4,940 | $1,749+182.4% | $13,006-62.0% | $1,944+154.2% |