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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 | $44,847 | $73,532-39.0% | $178,540-74.9% | $74,459-39.8% |
| Participation rate | 39.0% | 66.6%-27.6pp | 77.1%-38.1pp | 67.2%-28.2pp |
| Annual return | 10.06% | 17.51%-7.4pp | 27.15%-17.1pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,293 | $4,519-71.4% | $6,281-79.4% | $4,350-70.3% |
| Admin fee / account holder | $1,915 | $1,813+5.7% | $10,424-81.6% | $1,945-1.5% |