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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 | $46,324 | $51,638-10.3% | $129,406-64.2% | $80,959-42.8% |
| Participation rate | 10.7% | 56.9%-46.2pp | 69.6%-58.9pp | 67.7%-57.0pp |
| Annual return | 6.20% | 20.78%-14.6pp | 9468.18%-9462.0pp | 35.67%-29.5pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $383 | $2,670-85.7% | $4,167-90.8% | $4,300-91.1% |
| Admin fee / account holder | $18,504 | $4,313+329.0% | $7,689+140.7% | $6,925+167.2% |