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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 | $81,331-69.5% | $155,534-84.0% | $80,935-69.3% |
| Participation rate | 3.8% | 66.3%-62.5pp | 78.2%-74.4pp | 67.7%-63.9pp |
| Annual return | 7.95% | 33.37%-25.4pp | 64.92%-57.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $227 | $3,454-93.4% | $5,630-96.0% | $4,299-94.7% |
| Admin fee / account holder | $613 | $7,999-92.3% | $15,900-96.1% | $6,924-91.1% |