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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 | $32,664 | $78,690-58.5% | $161,489-79.8% | $87,485-62.7% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 11.84% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $583 | $2,588-77.5% | $4,268-86.3% | $2,596-77.5% |
| Participant deferral / active EE | $748 | $3,311-77.4% | $5,630-86.7% | $4,274-82.5% |
| Admin fee / account holder | $1,940 | $6,724-71.2% | $16,006-87.9% | $7,775-75.1% |