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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 | $40,129 | $91,194-56.0% | $178,486-77.5% | $79,860-49.8% |
| Participation rate | 3.5% | 69.2%-65.7pp | 81.9%-78.4pp | 69.6%-66.1pp |
| Annual return | 4.66% | 24.19%-19.5pp | 151.08%-146.4pp | 31.72%-27.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $223 | $3,236-93.1% | $5,202-95.7% | $3,740-94.0% |
| Admin fee / account holder | $2,717 | $6,751-59.8% | $13,985-80.6% | $5,306-48.8% |