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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 | $67,594-56.6% | $77,361-62.1% | $69,733-57.9% |
| Participation rate | 12.9% | 71.7%-58.8pp | 75.0%-62.0pp | 62.5%-49.5pp |
| Annual return | 7.28% | 19.20%-11.9pp | 1011.54%-1004.3pp | 15.22%-7.9pp |
| Employer contribution / active EE | $0 | $2,649-100.0% | $2,990-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $627 | $3,401-81.6% | $3,911-84.0% | $3,054-79.5% |
| Admin fee / account holder | $645 | $1,159-44.3% | $5,894-89.0% | $3,102-79.2% |