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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 | $30,097 | $108,942-72.4% | $100,415-70.0% | $145,897-79.4% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 6.66% | 58.27%-51.6pp | 49.47%-42.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $99 | $8,461-98.8% | $8,091-98.8% | $6,689-98.5% |
| Admin fee / account holder | $311 | $9,702-96.8% | $7,906-96.1% | $13,390-97.7% |