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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 | $63,398 | $130,294-51.3% | $170,057-62.7% | $71,529-11.4% |
| Participation rate | 18.5% | 86.2%-67.6pp | 87.0%-68.5pp | 67.9%-49.4pp |
| Annual return | 11.78% | 20.36%-8.6pp | 53.42%-41.6pp | 28.97%-17.2pp |
| Employer contribution / active EE | $0 | $4,385-100.0% | $6,790-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $407 | $6,928-94.1% | $10,411-96.1% | $4,291-90.5% |
| Admin fee / account holder | $1,133 | $966+17.3% | $12,826-91.2% | $1,588-28.7% |