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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 | $39,067 | $95,417-59.1% | $135,974-71.3% | $74,460-47.5% |
| Participation rate | 3.8% | 78.2%-74.4pp | 81.9%-78.1pp | 70.7%-66.9pp |
| Annual return | 14.61% | 32.76%-18.2pp | 68.30%-53.7pp | 34.38%-19.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $316 | $7,789-95.9% | $7,760-95.9% | $4,530-93.0% |
| Admin fee / account holder | $3,685 | $266+1284.7% | $10,767-65.8% | $348+959.6% |