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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 | $24,448 | $54,541-55.2% | $78,778-69.0% | $70,126-65.1% |
| Participation rate | 22.2% | 60.8%-38.6pp | 69.2%-47.0pp | 69.5%-47.3pp |
| Annual return | 9.80% | 21.07%-11.3pp | 35.62%-25.8pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $229 | $2,210-89.6% | $2,958-92.2% | $3,332-93.1% |
| Admin fee / account holder | $15,580 | $3,709+320.1% | $5,134+203.5% | $4,645+235.4% |