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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 | $40,945 | $90,107-54.6% | $182,262-77.5% | $69,733-41.3% |
| Participation rate | 0.7% | 64.8%-64.1pp | 84.2%-83.5pp | 62.5%-61.8pp |
| Annual return | 7.76% | 95.58%-87.8pp | 140.60%-132.8pp | 15.22%-7.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $5,046-100.0% | $2,250-100.0% |
| Participant deferral / active EE | $215 | $5,135-95.8% | $8,276-97.4% | $3,054-93.0% |
| Admin fee / account holder | $2,639 | $3,377-21.9% | $16,712-84.2% | $3,102-14.9% |