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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 | $34,531 | $51,638-33.1% | $129,406-73.3% | $80,959-57.3% |
| Participation rate | 15.8% | 56.9%-41.1pp | 69.6%-53.9pp | 67.7%-51.9pp |
| Annual return | 9.46% | 20.78%-11.3pp | 9468.18%-9458.7pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $339 | $2,670-87.3% | $4,167-91.9% | $4,300-92.1% |
| Admin fee / account holder | $2,813 | $4,313-34.8% | $7,689-63.4% | $6,925-59.4% |