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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 | $38,258 | $50,919-24.9% | $155,556-75.4% | $77,762-50.8% |
| Participation rate | 7.2% | 63.1%-55.9pp | 78.2%-71.0pp | 70.6%-63.4pp |
| Annual return | 9.07% | 34.84%-25.8pp | 64.84%-55.8pp | 31.27%-22.2pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $217 | $2,824-92.3% | $5,631-96.2% | $4,651-95.3% |
| Admin fee / account holder | $1,733 | $437+296.8% | $15,885-89.1% | $433+300.4% |