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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 | $81,476-44.3% | $102,383-55.7% | $80,925-43.9% |
| Participation rate | 0.0% | 66.8%-66.8pp | 74.5%-74.5pp | 67.7%-67.7pp |
| Annual return | 6.21% | 25.59%-19.4pp | 24.94%-18.7pp | 35.65%-29.4pp |
| Employer contribution / active EE | $933 | $3,105-69.9% | $3,870-75.9% | $2,756-66.1% |
| Participant deferral / active EE | $159 | $3,871-95.9% | $5,060-96.9% | $4,299-96.3% |
| Admin fee / account holder | $2,533 | $6,717-62.3% | $8,391-69.8% | $6,940-63.5% |