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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 | $35,897 | $63,861-43.8% | $104,625-65.7% | $79,852-55.0% |
| Participation rate | 13.0% | 64.9%-51.9pp | 74.1%-61.0pp | 69.6%-56.6pp |
| Annual return | 8.70% | 21.30%-12.6pp | 340.60%-331.9pp | 31.72%-23.0pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $542 | $2,693-79.9% | $3,738-85.5% | $3,740-85.5% |
| Admin fee / account holder | $633 | $4,185-84.9% | $6,465-90.2% | $5,306-88.1% |