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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 | $23,502 | $44,898-47.7% | $85,187-72.4% | $199,960-88.2% |
| Participation rate | 3.9% | 45.7%-41.8pp | 67.5%-63.6pp | 72.0%-68.1pp |
| Annual return | 5.38% | 20.98%-15.6pp | 66.67%-61.3pp | 34.28%-28.9pp |
| Employer contribution / active EE | $0 | $1,367-100.0% | $2,732-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $219 | $2,670-91.8% | $4,525-95.2% | $5,087-95.7% |
| Admin fee / account holder | $7,741 | $585+1222.2% | $6,162+25.6% | $269+2774.6% |