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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 | $58,204 | $73,532-20.8% | $178,540-67.4% | $74,459-21.8% |
| Participation rate | 9.8% | 66.6%-56.8pp | 77.1%-67.4pp | 67.2%-57.5pp |
| Annual return | 9.01% | 17.51%-8.5pp | 27.15%-18.1pp | 1369.70%-1360.7pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $630 | $4,519-86.1% | $6,281-90.0% | $4,350-85.5% |
| Admin fee / account holder | $4,076 | $1,813+124.9% | $10,424-60.9% | $1,945+109.6% |