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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 | $33,467 | $52,580-36.3% | $71,671-53.3% | $70,124-52.3% |
| Participation rate | 4.1% | 60.9%-56.8pp | 68.7%-64.7pp | 69.5%-65.5pp |
| Annual return | 10.58% | 20.25%-9.7pp | 20.65%-10.1pp | 73.14%-62.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $79 | $2,386-96.7% | $3,438-97.7% | $3,332-97.6% |
| Admin fee / account holder | $17,440 | $3,653+377.4% | $5,558+213.8% | $4,645+275.4% |