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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 | $36,640 | $78,636-53.4% | $105,607-65.3% | $74,459-50.8% |
| Participation rate | 10.6% | 72.8%-62.2pp | 75.3%-64.7pp | 67.2%-56.7pp |
| Annual return | 10.74% | 15.96%-5.2pp | 116.11%-105.4pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $311 | $4,322-92.8% | $5,011-93.8% | $4,350-92.8% |
| Admin fee / account holder | $6,212 | $2,220+179.8% | $10,958-43.3% | $1,945+219.4% |