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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 | $68,097-89.8% | $62,929-89.0% | $137,256-95.0% |
| Participation rate | 38.1% | 77.4%-39.3pp | 73.1%-35.0pp | 80.0%-41.9pp |
| Annual return | 9.10% | 1859.11%-1850.0pp | 1063.93%-1054.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $515 | $4,553-88.7% | $3,888-86.7% | $6,407-92.0% |
| Admin fee / account holder | $3,383 | $6,521-48.1% | $5,065-33.2% | $12,270-72.4% |