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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 | $30,445 | $62,177-51.0% | $81,370-62.6% | $74,478-59.1% |
| Participation rate | 12.1% | 64.1%-52.0pp | 69.5%-57.5pp | 67.2%-55.2pp |
| Annual return | 9.18% | 16.62%-7.4pp | 24.85%-15.7pp | 1370.56%-1361.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,018 | $3,219-68.4% | $3,885-73.8% | $4,350-76.6% |
| Admin fee / account holder | $2,671 | $1,927+38.6% | $5,749-53.5% | $1,946+37.3% |