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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 | $37,153 | $37,1560% | $83,854-55.7% | $86,983-57.3% |
| Participation rate | 5.8% | 49.1%-43.3pp | 59.1%-53.3pp | 69.5%-63.8pp |
| Annual return | 12.12% | 29.88%-17.8pp | 31.39%-19.3pp | 25.83%-13.7pp |
| Employer contribution / active EE | $18 | $661-97.3% | $1,017-98.2% | $2,584-99.3% |
| Participant deferral / active EE | $5 | $1,418-99.7% | $2,035-99.8% | $4,194-99.9% |
| Admin fee / account holder | $1,810 | $2,510-27.9% | $3,197-43.4% | $7,856-77.0% |