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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 | $53,530 | $64,705-17.3% | $62,929-14.9% | $67,986-21.3% |
| Participation rate | 9.8% | 65.6%-55.7pp | 73.1%-63.3pp | 57.2%-47.4pp |
| Annual return | 10.07% | 20.31%-10.2pp | 1063.93%-1053.9pp | 31.67%-21.6pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $396 | $3,198-87.6% | $3,888-89.8% | $3,358-88.2% |
| Admin fee / account holder | $8,007 | $1,428+460.7% | $5,065+58.1% | $3,203+150.0% |