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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 | $37,815 | $150,447-74.9% | $136,298-72.3% | $147,586-74.4% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.24% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,759 | $6,631-73.5% | $6,247-71.8% | $5,439-67.7% |
| Admin fee / account holder | $24,743 | $10,906+126.9% | $9,244+167.7% | $10,886+127.3% |