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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 | $37,840 | $63,845-40.7% | $81,370-53.5% | $80,959-53.3% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.7%-67.7pp |
| Annual return | 10.12% | 16.37%-6.3pp | 24.85%-14.7pp | 35.67%-25.6pp |
| Employer contribution / active EE | $3,640 | $1,980+83.9% | $2,464+47.7% | $2,757+32.0% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,686 | $5,688-17.6% | $5,749-18.5% | $6,925-32.3% |