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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 | $36,775 | $58,264-36.9% | $86,617-57.5% | $71,495-48.6% |
| Participation rate | 5.9% | 65.0%-59.1pp | 71.7%-65.8pp | 67.9%-62.1pp |
| Annual return | 11.78% | 21.63%-9.8pp | 591.91%-580.1pp | 28.85%-17.1pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,023-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $272 | $3,436-92.1% | $4,437-93.9% | $4,291-93.7% |
| Admin fee / account holder | $567 | $1,057-46.3% | $5,613-89.9% | $1,588-64.3% |