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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 | $32,928 | $101,539-67.6% | $147,041-77.6% | $74,400-55.7% |
| Participation rate | 35.6% | 75.5%-40.0pp | 82.2%-46.6pp | 67.2%-31.6pp |
| Annual return | 11.07% | 8740.84%-8729.8pp | 419.21%-408.1pp | 1367.51%-1356.4pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,935-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,714 | $7,304-76.5% | $8,071-78.8% | $4,348-60.6% |
| Admin fee / account holder | $8,561 | $1,749+389.4% | $13,006-34.2% | $1,944+340.5% |