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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 | $6,920 | $76,368-90.9% | $67,681-89.8% | $154,746-95.5% |
| Participation rate | 38.1% | 79.0%-40.9pp | 73.7%-35.6pp | 80.7%-42.6pp |
| Annual return | 9.10% | 1066.77%-1057.7pp | 590.58%-581.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $515 | $4,824-89.3% | $3,976-87.0% | $6,730-92.3% |
| Admin fee / account holder | $3,383 | $8,559-60.5% | $6,100-44.5% | $14,365-76.4% |