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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 | $64,462-41.3% | $81,482-53.6% | $80,911-53.2% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 10.12% | 16.35%-6.2pp | 24.79%-14.7pp | 35.63%-25.5pp |
| Employer contribution / active EE | $3,640 | $1,979+84.0% | $2,463+47.8% | $2,756+32.1% |
| Participant deferral / active EE | $0 | $3,094-100.0% | $3,885-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,686 | $5,678-17.5% | $5,761-18.7% | $6,935-32.4% |