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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 | $36,690 | $77,908-52.9% | $149,696-75.5% | $75,173-51.2% |
| Participation rate | 13.5% | 65.6%-52.1pp | 78.8%-65.3pp | 67.2%-53.7pp |
| Annual return | 12.97% | 31.73%-18.8pp | 134.46%-121.5pp | 160.72%-147.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $389 | $3,411-88.6% | $5,682-93.2% | $4,126-90.6% |
| Admin fee / account holder | $778 | $5,950-86.9% | $13,212-94.1% | $5,651-86.2% |