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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 | $42,241 | $97,550-56.7% | $120,344-64.9% | $87,485-51.7% |
| Participation rate | 0.0% | 72.8%-72.8pp | 76.7%-76.7pp | 68.9%-68.9pp |
| Annual return | 11.55% | 18.41%-6.9pp | 20.30%-8.8pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $443 | $4,230-89.5% | $5,135-91.4% | $4,274-89.6% |
| Admin fee / account holder | $362 | $9,543-96.2% | $12,742-97.2% | $7,775-95.3% |