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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 | $45,360 | $81,504-44.3% | $102,437-55.7% | $80,959-44.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 6.21% | 25.60%-19.4pp | 24.95%-18.7pp | 35.67%-29.5pp |
| Employer contribution / active EE | $933 | $3,104-69.9% | $3,871-75.9% | $2,757-66.2% |
| Participant deferral / active EE | $159 | $3,871-95.9% | $5,060-96.9% | $4,300-96.3% |
| Admin fee / account holder | $2,533 | $6,719-62.3% | $8,388-69.8% | $6,925-63.4% |