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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 | $62,166-51.0% | $81,286-62.5% | $74,429-59.1% |
| Participation rate | 12.1% | 64.1%-52.0pp | 69.5%-57.5pp | 67.2%-55.2pp |
| Annual return | 9.18% | 16.50%-7.3pp | 24.80%-15.6pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,463-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,018 | $3,223-68.4% | $3,883-73.8% | $4,348-76.6% |
| Admin fee / account holder | $2,671 | $1,925+38.8% | $5,764-53.7% | $1,944+37.4% |