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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 | $38,091 | $84,236-54.8% | $170,435-77.7% | $70,126-45.7% |
| Participation rate | 4.4% | 70.8%-66.4pp | 83.6%-79.2pp | 69.5%-65.1pp |
| Annual return | 11.12% | 23.06%-11.9pp | 205.94%-194.8pp | 73.15%-62.0pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $67 | $3,086-97.8% | $4,939-98.6% | $3,332-98.0% |
| Admin fee / account holder | $626 | $5,698-89.0% | $13,881-95.5% | $4,645-86.5% |