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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 | $37,512 | $101,778-63.1% | $164,975-77.3% | $80,925-53.6% |
| Participation rate | 6.8% | 71.8%-65.1pp | 78.6%-71.8pp | 67.7%-60.9pp |
| Annual return | 6.96% | 16.73%-9.8pp | 70.12%-63.2pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $570 | $4,477-87.3% | $6,033-90.5% | $4,299-86.7% |
| Admin fee / account holder | $75,829 | $8,221+822.4% | $12,688+497.6% | $6,940+992.6% |