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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 | $61,156 | $80,781-24.3% | $102,437-40.3% | $74,478-17.9% |
| Participation rate | 12.7% | 65.7%-53.0pp | 74.5%-61.8pp | 67.2%-54.5pp |
| Annual return | 9.58% | 27.58%-18.0pp | 24.95%-15.4pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $390 | $3,862-89.9% | $5,060-92.3% | $4,350-91.0% |
| Admin fee / account holder | $5,174 | $2,372+118.1% | $8,388-38.3% | $1,946+165.9% |