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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 | $29,332 | $64,705-54.7% | $62,929-53.4% | $67,986-56.9% |
| Participation rate | 12.9% | 65.6%-52.7pp | 73.1%-60.2pp | 57.2%-44.3pp |
| Annual return | 7.28% | 20.31%-13.0pp | 1063.93%-1056.6pp | 31.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $627 | $3,198-80.4% | $3,888-83.9% | $3,358-81.3% |
| Admin fee / account holder | $645 | $1,428-54.8% | $5,065-87.3% | $3,203-79.8% |