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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 | $51,604-10.2% | $129,295-64.2% | $80,874-42.7% |
| Participation rate | 10.7% | 57.0%-46.3pp | 69.6%-58.9pp | 67.6%-56.9pp |
| Annual return | 6.20% | 20.76%-14.6pp | 9429.28%-9423.1pp | 35.62%-29.4pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $383 | $2,670-85.7% | $4,169-90.8% | $4,297-91.1% |
| Admin fee / account holder | $18,504 | $4,310+329.3% | $7,665+141.4% | $6,935+166.8% |