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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 | $29,195 | $51,638-43.5% | $129,406-77.4% | $80,959-63.9% |
| Participation rate | 10.3% | 56.9%-46.6pp | 69.6%-59.3pp | 67.7%-57.3pp |
| Annual return | 10.02% | 20.78%-10.8pp | 9468.18%-9458.2pp | 35.67%-25.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $458 | $2,670-82.8% | $4,167-89.0% | $4,300-89.3% |
| Admin fee / account holder | $25,625 | $4,313+494.1% | $7,689+233.3% | $6,925+270.0% |