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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 | $32,818 | $98,240-66.6% | $82,312-60.1% | $147,586-77.8% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.6pp | 82.8%-49.5pp |
| Annual return | 6.31% | 30.85%-24.5pp | 25.88%-19.6pp | 578.59%-572.3pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $544 | $4,383-87.6% | $3,706-85.3% | $5,439-90.0% |
| Admin fee / account holder | $313 | $8,563-96.4% | $5,608-94.4% | $10,886-97.1% |