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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 | $12,209 | $100,938-87.9% | $90,461-86.5% | $158,982-92.3% |
| Participation rate | 47.4% | 75.0%-27.7pp | 72.7%-25.3pp | 82.0%-34.6pp |
| Annual return | 2.03% | 1727.20%-1725.2pp | 1294.76%-1292.7pp | 302.99%-301.0pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $467 | $4,350-89.3% | $3,964-88.2% | $5,983-92.2% |
| Admin fee / account holder | $4,088 | $6,510-37.2% | $5,617-27.2% | $11,252-63.7% |