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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 | $33,615 | $80,753-58.4% | $136,297-75.3% | $62,293-46.0% |
| Participation rate | 8.9% | 73.5%-64.6pp | 81.9%-73.0pp | 69.5%-60.6pp |
| Annual return | 14.73% | 35.83%-21.1pp | 5156.19%-5141.5pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,007 | $5,164-80.5% | $6,247-83.9% | $3,169-68.2% |
| Admin fee / account holder | $6,539 | $525+1144.6% | $9,244-29.3% | $479+1264.2% |