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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 | $35,654 | $80,781-55.9% | $102,437-65.2% | $74,478-52.1% |
| Participation rate | 12.2% | 65.7%-53.5pp | 74.5%-62.3pp | 67.2%-55.0pp |
| Annual return | 10.25% | 27.58%-17.3pp | 24.95%-14.7pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,871-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $852 | $3,862-77.9% | $5,060-83.2% | $4,350-80.4% |
| Admin fee / account holder | $590 | $2,372-75.1% | $8,388-93.0% | $1,946-69.7% |