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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 | $18,687 | $91,179-79.5% | $178,499-89.5% | $79,852-76.6% |
| Participation rate | 0.0% | 69.2%-69.2pp | 81.9%-81.9pp | 69.6%-69.6pp |
| Annual return | 7.20% | 24.19%-17.0pp | 151.10%-143.9pp | 31.72%-24.5pp |
| Employer contribution / active EE | $438 | $3,256-86.6% | $5,011-91.3% | $2,471-82.3% |
| Participant deferral / active EE | $494 | $3,236-84.7% | $5,202-90.5% | $3,740-86.8% |
| Admin fee / account holder | $4,202 | $6,749-37.7% | $13,986-70.0% | $5,306-20.8% |