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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 | $27,199 | $45,050-39.6% | $63,018-56.8% | $70,126-61.2% |
| Participation rate | 6.5% | 69.5%-63.0pp | 74.8%-68.3pp | 69.5%-63.0pp |
| Annual return | 9.03% | 18.76%-9.7pp | 87.62%-78.6pp | 73.15%-64.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $433 | $2,466-82.4% | $3,330-87.0% | $3,332-87.0% |
| Admin fee / account holder | $76,783 | $2,834+2609.4% | $3,601+2032.4% | $4,645+1552.9% |