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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 | $24,841 | $81,262-69.4% | $155,602-84.0% | $80,911-69.3% |
| Participation rate | 3.8% | 66.2%-62.5pp | 78.2%-74.4pp | 67.6%-63.9pp |
| Annual return | 7.95% | 33.34%-25.4pp | 64.81%-56.9pp | 35.63%-27.7pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $227 | $3,451-93.4% | $5,629-96.0% | $4,297-94.7% |
| Admin fee / account holder | $613 | $7,992-92.3% | $15,923-96.2% | $6,935-91.2% |