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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 | $80,748-55.8% | $102,383-65.2% | $74,429-52.1% |
| Participation rate | 12.2% | 65.7%-53.5pp | 74.5%-62.3pp | 67.2%-55.0pp |
| Annual return | 10.25% | 27.57%-17.3pp | 24.94%-14.7pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $852 | $3,861-77.9% | $5,060-83.2% | $4,348-80.4% |
| Admin fee / account holder | $590 | $2,371-75.1% | $8,391-93.0% | $1,944-69.6% |