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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 | $29,459 | $80,731-63.5% | $103,378-71.5% | $74,400-60.4% |
| Participation rate | 13.5% | 65.7%-52.2pp | 74.5%-61.0pp | 67.2%-53.7pp |
| Annual return | 8.13% | 27.56%-19.4pp | 24.91%-16.8pp | 1367.51%-1359.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $545 | $3,862-85.9% | $5,058-89.2% | $4,348-87.5% |
| Admin fee / account holder | $1,939 | $2,369-18.2% | $8,401-76.9% | $1,944-0.2% |