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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 | $79,387 | $79,634-0.3% | $96,707-17.9% | $79,634-0.3% |
| Participation rate | 12.4% | 62.5%-50.1pp | 80.4%-68.0pp | 62.5%-50.1pp |
| Annual return | 10.45% | 36.46%-26.0pp | 34.78%-24.3pp | 36.46%-26.0pp |
| Employer contribution / active EE | $0 | $2,529-100.0% | $4,191-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $632 | $3,835-83.5% | $5,997-89.5% | $3,835-83.5% |
| Admin fee / account holder | $24,652 | $1,002+2360.5% | $7,503+228.6% | $1,002+2360.5% |