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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 | $24,907 | $102,696-75.7% | $86,235-71.1% | $139,487-82.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 5.63% | 1925.91%-1920.3pp | 1170.03%-1164.4pp | 373.84%-368.2pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $106 | $4,679-97.7% | $3,987-97.3% | $6,713-98.4% |
| Admin fee / account holder | $92,145 | $8,667+963.2% | $6,856+1244.1% | $11,407+707.8% |