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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 | $38,245 | $50,902-24.9% | $155,534-75.4% | $77,736-50.8% |
| Participation rate | 7.3% | 63.1%-55.8pp | 78.2%-70.9pp | 70.6%-63.3pp |
| Annual return | 11.24% | 34.85%-23.6pp | 64.92%-53.7pp | 31.26%-20.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $333 | $2,824-88.2% | $5,630-94.1% | $4,651-92.8% |
| Admin fee / account holder | $7,594 | $437+1637.7% | $15,900-52.2% | $433+1652.5% |