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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 | $22,772 | $85,171-73.3% | $172,753-86.8% | $72,976-68.8% |
| Participation rate | 23.6% | 70.1%-46.4pp | 82.6%-59.0pp | 69.5%-45.9pp |
| Annual return | 4.98% | 27.32%-22.3pp | 803.00%-798.0pp | 81.02%-76.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $785 | $3,260-75.9% | $5,198-84.9% | $3,608-78.2% |
| Admin fee / account holder | $60,252 | $5,880+924.6% | $13,956+331.7% | $5,124+1075.9% |