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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 | $75,058-45.4% | $152,301-73.1% | $64,340-36.4% |
| Participation rate | 0.7% | 60.9%-60.2pp | 82.4%-81.8pp | 55.2%-54.6pp |
| Annual return | 7.76% | 29.93%-22.2pp | 80.50%-72.7pp | 24.14%-16.4pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $215 | $5,041-95.7% | $8,004-97.3% | $2,980-92.8% |
| Admin fee / account holder | $2,639 | $4,050-34.9% | $14,398-81.7% | $3,703-28.7% |